Manage people on a project
View everyone on the project, adjust their roles, and invite or remove people to keep project access up to date.
This guide is designed for project manager.
Steps
Step 1: Open the People tab for your project
Navigate to your project and open the People section to see the list of team members associated with this project.
Step 2: Review and sort the list of people
Use the column headers (such as Name, Company, Role, Email, and Status) to sort the table and quickly find the person you need.
Step 3: Search for a specific person
Use the search box to filter the list by name, email, or company so you can quickly locate an individual team member.
Step 4: View a person’s details
Click on a person’s row to open the detail panel, where you can see their project role, status, and related information.
Step 5: Manage a person’s permissions
Use the actions or role selector next to a person to open the permissions controls and update their project role or access level.
Step 6: Invite a new person to the project
Select the option to add or invite a new user, then follow the prompts to send an invitation to join the project team.
Step 7: Remove a person from the project
Use the Remove from project option, confirm the action in the confirmation dialog, and the person will lose access to this project.
Step 8: Navigate between pages of people
Use the pagination controls below the table to move between pages when there are more people than fit on a single page.
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Last updated: 2026-01-20