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How do I setup my team in a project?

You can add several participants to your project, each with similar or different roles. Remember, you need to be the project’s Owner to set up a team.
To set up your team:

  1. Select the project you want to create your team in
  2. Go to “TEAM” on the top toolbar
  3. Click on the “+” icon on the bottom right corner of the window
  4. New options will appear, select “Add several users” placed on the top of the new options
  5. Write down the emails of the persons you want to send the invitation to in the designated area stating “Email* (you can add several users by adding an email address on each line)” then click “OK”
  6. You can also add contacts from previous projects or from your contact books, to learn how to do so click here
  7. After sending your invitations, assign the appropriate roles by selecting the arrow pointing downwards icon under “Role” to display the list of roles you can assign to the collaborator
  8. Select the appropriate role for each one of your collaborators to finalize the setup of your team

This feature is only available on the Web App

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