How do I add or remove people from a project?

The Project Lead adds and removes members with the Manage Team button on the project’s Dashboard tab.

Steps

To add someone: 1. Open the project and go to the Dashboard tab. 2. In the Project Team card, click Manage Team. 3. Type at least two letters of the person’s name or email in Search users to add…. 4. Click the person in the results. They appear under Current Members right away.

To remove someone: 1. Open Manage Team. 2. Under Current Members, click the X next to the person’s name.

Good to know

  • Only the Project Lead can add or remove members. Anyone else, including company admins who aren’t the lead, sees nothing happen. An admin can make themselves the lead first. See “How do I change the project lead?”
  • You can only add people who are active users in your company.
  • New members get a notification that they’ve been added to the project.
  • The lead is shown as Manager in the list and can’t be removed. Change the lead instead.
  • The Project Team card also lists people who are assigned to tasks in the project, even if they were never added as members. Being assigned to a task does not give someone access to the project. Only members, the lead and company admins can open it.

Last updated