Support Center

How to Add Users

Last Updated: Mar 02, 2018 11:47AM CST

Adding users is easy in One of the benefits of our software is the ease of use by team members, as well as the collaboration tools embedded everywhere throughout the system.

Watch a video here:

You can add a new user in multiple places thoughout the system. We'll show you those in a bit. First, we'll show you all the steps in adding a new user, as well as the different types of users you can add.

What is a User?

A User is anyone with a dedicated user login email address to the service. These Users can have multiple roles:
  • Admin
  • Manager
  • Team Member
  • Or Custom Roles You Define
Users have the ability to log in, update tasks, and work throughout the system anywhere you define. You can set up custom security permissions per User or per Role.

Guest logins are people with read-only access to select parts of the system. You might choose to add someone with a guest login, such as a key stakeholder or a senior leader, so they can view  reports and progress, but not update any data in the system.

Adding Users

You can add a new User on the People page of the system easily. Or in the Main Menu.
  • Simple Click "Add User"
  • Fill in their Name
  • Fill in their Email Address
  • Choose their Role
By default, their role will be Admin. You can change their role here. 

There are other places in the system where you can add new users as you work, such as:
  • Gantt chart
  • Tasks page
  • Activity page

New users get a welcome email to the system when you invite them. They can then log in and begin working on the project!

Contact Us

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    1pm - 11pm GMT

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    Call Us: +1(800)765-2495
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