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Manage your project team

Use the project team settings to review existing project members, search the list, and add or remove people from your project.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Project Team settings

Navigate to the Project Team settings section for the relevant project so you can view and manage all members associated with that project.

Open the Project Team settings

Step 2: Review existing project members

Scroll through the list of project members to see each person’s name, email address, role, and whether they are an organisation member or a project user.

Review existing project members

Step 3: Search for a specific team member

Use the search box above the member list to filter by name, email, or role so you can quickly locate a specific project member.

Search for a specific team member

Step 4: Add an existing organisation member to the project

Open the add member dialog, choose an existing organisation member from the list, select an appropriate role for the project, and confirm to add them to the team.

Add an existing organisation member to the project

Step 5: Invite a new person to the project

From the add member options, enter the new person’s name and email address, choose their project role, and confirm to send them an invitation as a new project user.

Invite a new person to the project

Step 6: Remove a member from the project

Use the actions menu next to a member, choose the option to remove them, and confirm in the removal dialog to revoke their access to the project.

Remove a member from the project

Step 7: Return from Project Team settings

Use the back control to leave the Project Team settings page and return to the previous project settings or overview screen.

Return from Project Team settings


Last updated: 2026-01-07