Adding Users to Projects

Overview

This guide explains how to add team members to your Zymmr projects and manage their roles effectively.

Quick Start

1. Navigate to Project Settings → People
2. Click the Add Member button
3. Select role and user from dropdowns
4. Click Save to confirm

Video Tutorial

Coming soon: Watch our video guide on adding and managing project members

Detailed Steps

1. Navigate to Project Settings

1. Go to your project listing page
2. Select your target project
3. Click on "" icon at the end of the project's row

2. Access Project Roles Section

In the Project Settings page:

1. Look for the "People" section in the sidebar
2. Click to open the Project Roles section

3. Add New Members

Follow these steps to add a team member:

1. Click the "Add Member" button to open the modal
2. In the modal window, select from the dropdown menus:
   • Role: Choose appropriate project role for the team member
   • User: Select the team member from the dropdown list to assign to the selected role
3. Review your selections in the modal
4. Click "Save" to confirm and close the modal

Important Notes

Prerequisites

Before adding members, ensure:

• The user account exists in Zymmr
• Appropriate roles are configured
• You have project level admin permissions

Best Practices

• Regularly review team member roles
• Follow the principle of least privilege
• Document role assignments

Troubleshooting

Common issues and solutions:

1. User not visible in dropdown?

   • Verify user account exists
   • Contact global admin

2. Cannot assign role?

   • Verify your admin permissions
   • Ensure role is properly configured

Need Help?

• Check our FAQ section
• Contact Support

Next Steps

After adding users, you might want to:

• Set up project modules
• Create project milestones