Project membership management

Project team contains users with different roles. See Roles and permissions for the per-role permission matrix.

The team is on the project's Team tab. Active lists the members and their roles, Invitations the invitations that are not accepted yet. Add offers two ways to add someone:

• Member gives a role to a user who already has an account.
• Invite by mail sends an invitation to an email address.

Adding project members

New user already has an account in current Waldur instance

1. Open the project and select the Team tab.
2. Click Add and select Member.
3. Select the user, then the role: Project administrator, Project manager or Project member.
4. Optionally, set Role expires on. The role is removed on that date.
5. Click Add role. The user gets the role right away; there is no invitation to accept.

Note

The list offers the users of the organization (for organization owners) or of the projects you belong to (for project managers). To add anyone else, invite them by email.

New user doesn't have an account in current Waldur instance

1. Open the project and select the Team tab.
2. Click Add and select Invite by mail.

3. Enter the email address and select the role. Click Add another user to invite more people at once, or Import a list of addresses from a CSV file.

   

4. Click Continue. Optionally, write a Custom message; it is added to the invitation email.

   

5. Click Send invitation. The user gets an email with a link to accept the invitation.

The invitation appears on the Invitations tab as Pending until the user accepts it, and expires after the date in Expires at. Use the row's actions menu to Resend or Cancel it.