Skip to main content

Invite a new project user from the User Picker

Use the User Picker to quickly invite a new person to your project and have them selected immediately, without leaving the current screen.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the User Picker​

Locate the User Picker field on your page and select it to open the dropdown search panel for project users.

Open the User Picker

Step 2: Search for the person you want to add​

Start typing the person’s name or email address in the User Picker search box and wait a moment for the system to search existing project members.

Search for the person you want to add

Step 3: Choose the option to invite a new user​

If no matching user is found, select the inline option to invite a new project user using the details you entered.

Choose the option to invite a new user

Step 4: Confirm the invite and selection​

Confirm the invite; the new project user is created via the members endpoint and automatically appears as the selected user in the picker.

Confirm the invite and selection

Last updated: 2026-06-12