The People section is where you find a complete list of all the participants of a particular project. It shows their Team and Role, along with name, telephone number and email.
From the people section you can invite people and manage roles and teams.
Invite
To invite someone, simply click on the Person icon 'Invite people', and provide an email.
From the desktop, you can invite multiple emails to one team from one invite by entering their emails or pasting it from a list.
Please note that if you assign someone a task who has not been invited already, by assigning them they will automatically get an invite to the project. This can happen while importing a project with assignee emails attached, as well as doing it manually on a task or in the table editor.
Important to note
The invitation email expires after 48 hours, and will need to be resend.
If you are using Single Sign On (SSO), the invitee should log in using this option:
Managing roles
To change someone’s role, click on their role icon, while on the Desktop version.
If you are the leader of a project, you can change people's roles, their team and you can transfer leadership of the project.
If you are the admin, you can change people's role and their team.
Both Admins and Leaders can create a new Team, edit a Team name and remove a Team.
If you are member, you can’t edit anyone's role or team.
Roles
The four roles are as follows:
Leader: They have full admin rights, full visibility and can use every feature available. Leaders can create, edit, approve, reject, and reopen activities. They can also delete and archive a project.
Admin: They have the same rights as an leader, but are unable to delete and archive projects.
Member: Has no admin rights and cannot modify the project. Members can update task status, report issues, comment, and attach files. They can also invite other people into their own team.
Observer: Has view-only access.
Team
By Default, everyone you invite is added to the Project Team which is always on top and cannot be deleted. You can rename this team as well as create new Teams.
Once you invite someone, you can move them to a new team.
If you are a member you can only invite people into your team.
Team currently does not have any functionality for assigning tasks i.e. you cannot assign tasks to teams.
Mobile App
It's currently not possible to invite participants to a project from the mobile app.