How to assign or remove users from a project?

There are two ways to assign users to your projects. The first one is during the creation of your new project, and the other is by assigning users to an existing project.

Assigning Users to a Project During Its Creation

When creating a new project, you have the option to assign users to it. Click the "New Project" button to open a modal where you’ll be prompted to enter a project name.

Below the project name field, you’ll find a dropdown labeled "Assign users to your new project (optional)". Click it to view a list of all users in your account, then select the ones you want to assign to the project.

After making your selections, click anywhere inside the modal to close the dropdown. Finally, click "Create Project" to finish. Your project will be created, and the selected users will be assigned to it.

Assigning Users to an Existing Project

There are two ways to assign users to an existing project.

The first one is via the "Manage team" button in the project dashboard and the other is by going to the project settings page.

Via Manage Team Button

Go to the dashboard of the project where you want to assign users, then click the "Manage Team" button in the upper-right corner.

This will open the "Manage project members" modal. From there, select the users you want to add. You can use the search bar to quickly find specific users.

Once you’ve made your selections, click the "Confirm" button at the bottom of the modal. The selected users will be assigned to the project and will receive an email notification about the assignment. This will keep them up-to-date.

Via Project Settings

Select the project you want to assign users to via the project dropdown (#1) and then go to the Dashboard (#2) and click Settings (#3) located around the top right corner of the page.

On the project settings page, you will see the Assigned Users section. Select the users you want to assign to the project and click confirm. Like with the earlier method, the newly assigned users, along with other project managers and admins (depending on their permissions and email settings), will receive an email notification about this event.

Removing Users from a Project

To remove users from a project, all you have to do is uncheck their name from the assigned users section in the project settings page or from the manage team button in the project dashboard.

Now, why don't you learn how to create new projects next? Or check out this article about permissions.