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How do I onboard users in projects?

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Before onboarding user(s) to a project, you must create a project.

1. Add User(s) to a project

To add members to a project navigate to the tab in the Projects section on the right.

  • Select the appropriate project.
  • Click the Three dots button in the right.
  • Click on the Add member(s) option.
  • Follow the instructions from the add user(s) to project section.

Additional Actions

2. Assign Project to Subadmin

To assign a project to a subadmin navigate to the tab in the Projects section on the right.

  • Select the project you would like to assign to a sub-admin.
  • Click the Three dots button in the right.
  • Click on the Assign project to Sub-admin(s) button in the top right.
  • Follow the instructions from the assign project to subadmin section.