How to assign or remove users from a project?

Assigning users to a project can be done in two different methods.

The first method is pretty straightforward: by assigning users right when creating a new project.

However, if you have new users joining your account and you want to assign them to an existing project, a different method will need to be chosen.

Let's take a more comprehensive look at these two methods.

Assigning Users to a Project During Its Creation

When you create a new project, you'll have to give it a name and optionally assign users to it. By default, the user creating the new project will be the first assigned user to it.

To add more users to a new project, simply click on your name in the new project dialog box. This will bring out the names of all active users in the account, organized by roles. Simply select the ones you wish to add by clicking on their names, then click Create project.

Assigning Users to an Existing Project

Select the project you want to add users via the project selection dropdown (#1) and then once inside the project's dashboard, click Settings (#2).

In the project settings page, you will see the Assigned Users section, which is just below the Delete Project button.

The names of currently assigned users will be displayed here. Click on that and it will bring up the list of all active users in your account.

Select the ones you want to assign by clicking their name from the dropdown. Once you're done, click the green Save Settings button and you're all set!

Removing Users from a Project

To remove a user from a project, all you have to do is to uncheck their name from the user selection dropdown.

Once you've unchecked everyone you want to remove, hit the Save settings button and you're done!