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How to add team members to a project

How to add team members to a project

Adding team members to your Slickplan project is easy and can be done in a few simple steps. You can add team members while creating a new project, or add them later to existing ones.

To add existing users at the beginning of a project:

  1. Click on the team member search box and browse through the list of existing users.
  2. image1 min

  3. Hover over a user’s name and click to add them to the project. Select a role for the user, then click Create Project.
  4. image10 min

To add a new user at the beginning of a project:

  1. Click on the team member search box and select Create new user.
  2. image2 min

  3. Fill in their name and email address, then click Add
  4. image5 min

To add users to an existing project:

  1. Open a project and navigate to Settings in the upper right.
  2. image3 min

  3. Click on the team member search box and browse through the list of existing users.
  4. select a user min 1

  5. Click on a selected user, Select a role, then click Save.
  6. select user role and save

To add users to multiple projects at once:

  1. Check the boxes next to each of the projects.
  2. image4 min

  3. Once the projects are selected, click Assign on the bottom toolbar. Select users from the list and click Add. This works for adding single users to multiple projects, or multiple users to multiple projects.
  4. image6 min

  5. Click Done to finish.
  6. image9 min

You might also want to learn  how to add project managers, how to view project team members, or learn more about user roles and permissions. No pressure, though!

If you have any additional questions about team members in Slickplan, please don’t hesitate to contact our support team. We’re always happy to help!