Add people to a project

People see only the projects they belong to. Add them to each project they work on, and give them a role for that project if it differs from their usual one.

Before you start: the project must exist. See Create a testing project or Create a localization project.

1. Open the project’s people

1. Choose the project in the project switcher at the top of the sidebar.
2. Open Workspace › Users & Teams, then the Project people tab. Press Ctrl K (Windows) or ⌘ K (Mac), type Project people and press Enter.

1234

1234

1. 11: Add people
2. 22: Invite to this project
3. 33: Role here
4. 44: Set for this project

Manage viewShow Hands-on

1234

1234

1. 11: Add people
2. 22: Invite to this project
3. 33: Role here
4. 44: Set for this project

Hands-on viewShow Manage

Swipe the screenshot sideways · tap to enlarge

The page lists everyone who can see this project. 3 Role here is their role in this project. 4 “set for this project” means it differs from their organization role.

2. Add someone who is already a member

1. Choose 1 Add people.
2. Pick one or more members.
3. Choose their role in this project, then add them.

3. Invite someone new to this project

Choose 2 Invite to this project. The invitation works like Invite people, with this project already ticked.

4. Change or remove

Choose a person to change their Role here, or to remove them from the project. Removing them from a project does not remove them from the organization.

Common setup	Role here
A tester who leads one release	QA lead in that project, Tester elsewhere
A manager who only watches a project	Viewer in that project
A language lead who also tests	Tester in the testing project

Leads add their own people

QA leads and language leads can add people to their own projects. You don’t have to do it for them.

What’s next

Roles and what they can doWhat each role allows.

Sign-in and securitySingle sign-on and two-step sign-in.

Set up checklistBack to the list.