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Version: TeamForge 24.0

Add Users to a Project

You can make any registered user on your TeamForge site a project member. You can assign roles to the user at the same time.

note

Project members, roles and the associated permissions can be inherited via project hierarchy and reused in subprojects. If your project is a subproject of any other project, you may have inherited some roles, project members or user groups.

  1. Click Project Admin from the Project Home menu.

  2. Click User Membership from the Project Admin menu.

  3. Click Add.

  4. On the Add Users page, find the users you want by one of these methods:

    • Under FIND USERS, filter the list of site users eligible to join this project. You can filter by full or partial name or user name. Search text is not case-sensitive.
    • Browse the list of registered users on the site. Sort them by name, user name, email address or membership status. The inherited project members continue to hold the inherited roles with corresponding permissions, as specified in the source projects. If a site has a great many users, you must filter them first to narrow down the list. This helps avoid slowing down the system.

  5. Select the users you want to add.

  6. Under Assign Roles, select the roles you want the users to have.

    You can select any global project role, role created just for this project, or inherited role that is available.

    If your project is a child project of another project, the members of the parent project become inherited members of your project. The user roles specified in the parent project are available in your project provided the role inheritance is not prevented. If you assign a role in your project to a user, that user becomes a direct member of your project.

    If you prefer, you can skip this step and assign roles later on the Project Admin > Permissions page. Note that using the Assigned Project Members page, you can assign roles only to the direct project members.

  7. Save your changes.

    • Click Save to return to the User Membership page.
    • Click Save and Add More to keep adding users.