Adding participants to the project
In order for employees to select a project in the desktop app, you must add participants to it.
The administrator and manager of this project can add new participants to it.
- Go to the “Projects” section. In the list of projects, find the project you need and click on "Edit".
- On the project page, go to the “Project team "tab and click “+Add member".
- Select the user, their role in the project, and their position. The list of positions displays all the company's positions and those of a specific project. How to add positions to a company is described in detail here. You can read how to add positions within a single project here.
Each project participant must have one of the following roles:
Manager - a user with this role can enable the project time counter, see the activity of other project participants, send and process requests for adding time, and edit the project: add / remove participants and tasks.
An employee - user with this role can enable the project time counter, see only their own activity, and send requests to add time.
An observer - a user with this role can see the activity of other project participants.
- Click “Save”
★ New employee successfully added to the project.
Possible problems and solutions:
- What happens if you delete a participant from the project?
The user will no longer be able to select a project in the desktop application, run a time counter on it, or send a request to add time. The time spent by the employee is saved. The administrator or project manager can add the user to the project again.