Primary contact: How do I add a resource to a project?

Updated 1 month ago by Jennifer B.

Resources you add to a project receive an invitation to join the project.

Invite an Existing Resource (Individual--From Company; Team; or Company resources)

Option 1

  1. Select Team members from your Main menu.
  2. Click Add team member.
  3. Select the individual or company you want to add.
  4. Select or enter any required information.
  5. Click Add.

Option 2 

  1. Click View all in the Team members card on your dashboard.
  2. Click Add team member.
  3. Select the type of resource you want to add.
  4. Select the resource you want to add.
  5. Click Add.

Invite External Individual Resources

Option 1

  1. Select Team members in your Main menu.
  2. Click Add team member.
  3. Select Individual--external.
  4. Enter the resource's email address.
  5. Click the plus sign ().
  6. Click Add.

Option 2 

  1. Click View all in the Team members card on your dashboard.
  2. Click Add team member.
  3. Select Individual--external.
  4. Enter the resource's email address.
  5. Click the plus sign ().
  6. Click Add.


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