1. To add users to a project, click the "Add User" button and enter their email or select them from the dropdown list. 2. Choose a user role level for the new user, such as Administrator, Manager, Employee, Contractor, or Client User. 3. Click the "ADD" button to complete adding the user.

1. Adding Users to your Project

2. Adding Users

3. Adding Users
1. Click on the to add a user
2. Type in the email address or click on the
to pull up the dropdown list
3. Choose User Role level
4. Click on the ADD button to add the user

4. Adding Users

5. User Roles:
Portal Owner
Portal Owner (Administrator) is the one who
has all the privileges of administrator with
additional permission to access
upgrade/billing process, change portal url
and owner.
Note : There can be only one portal
administrator per portal.
Administrator
Administrator is the one who has all
privileges at the portal level like add projects,
add/remove users, upload/edit/delete files,
create folders, add/edit/delete tasks,
subtasks, milestones, create forum topics
and schedule meetings.

6. User Roles:
• Manager
A Manager has all privileges at the project level like add projects, add/remove
users, upload/edit/delete files, create folders, add/edit/delete tasks, subtasks,
milestones, create forum topics and schedule meetings.
• Employee
Employee is a normal user who works for the project with limited privileges like
view milestones, add/edit tasks, upload files in a project, post a topic in forums.
• Contractor
Contractor is the one who works in a project for a specified period of time.
After the expiry of the contract period the administrator will revoke their access
for the project.

7. User Roles:
• Client User
A company or organization for whom the projects are done. Example: Bowman
Furnitures. A user who has access to see the progress of a project from the
client company, Eg : mark@bowman.com.
Client user can add tasks, view milestones, upload files and actively participate
in forum discussions.