Upon creation of a new project, you become a Project Owner. Until you add other participants, you will be the only project member.
Only certain account roles, namely Account Owner, Account Admin, or Enterprise plan users with a custom role that have this permission enabled, are allowed to:
In addition, each project may have its own access configurations for the same account role. To be able to add participants, a user must have Project Owner or Project Admin rights, or Custom rights that include these options on an Enterprise plan.
How to invite a new user to the account?
To invite a new user to the account, go to the Profile settings and open the Team and resources section 1 on the left-hand panel. Then, click on the Invite by email button 2.
Here, you can also check if you have already invited a person to the account. If the list is too long, use the Search by name or email field 3.
After you click on Invite by email 1, a window will appear. Here, you can introduce all the emails of the people you want to invite within the limits of the seats available in your account. You can always see how many seats are left in the top right corner of the window 2.
You can enter the email(s) manually or copy and paste them in the window 3. In the first case, do not forget to press Enter after you add each email.
You can also select an account role 4 for the invited team members: Account Admin, Account Member or a Custom role (for Enterprise plan users). It is also possible to invite users to particular projects, selecting them from the list 5.
Once you are done, click on Send invitation 6.How to invite a new user to a particular project?
This can be done from:
- the People tab in a project; or
- from the Team and resources section in the Account settings.
To invite a new user to a particular project, click on the People tab 1 at the top of the screen. Click on +Invite users sign 2.
There, you will see 2 options: choose a person from the team, or Invite a new user by email.
In case you want to add an already existing account user to a particular project, stay in Choose from the team tab 3. There, you will see the list of all the users added to the account.
Simply select the required user(s) by checking the boxes next to their names 4. Specify their project rights 5 if they are different from the default rights that have already been set. Once you are done, click on Add 6.
In case you want to invite someone who is not yet a team member, switch to Invite new by email tab 1.
Here, you can add new people within the limits of the seats available in your account. You can see how many seats are left in the top right corner of the window 2.
You can enter the email(s) manually or copy and paste them in the window 3. In the first case, do not forget to press Enter after you add each email.
Invited users will be assigned project rights that are set by default in the account. But, it is possible to select other rights from the drop-down menu 4.
Once you have made your selections, click on Send invitation 5 to complete the process.
Remember, that you can also invite a new team member to a project or several projects from the Team and resources section in the Account settings. Just introduce the email(s), and select the corresponding projects from the drop-down.
Note: when you invite a user to the account from the Team and resources section and assign projects from there, s/he will be assigned the rights that are set as default in the Project rights section. To change it, go back to the People tab and assign the corresponding rights to the invited person.
If you invite a user from the People tab, you can assign corresponding project rights straight from there.
Difference between inviting a user to a project and to the account
Inviting a user to the project and to the account are two different actions.
When you invite a new user to a particular project, s/he will appear both in the People tab for that project and in the Team and resources section within the list of all the resources that are available in the account.
On the contrary, when you invite a new member to the account, s/he will only appear in the Team and resources section within the list of all the resources that are available in the account. In that case, to add a team member to a particular project afterward, you will have to choose him or her from the list of all account users.
Invitation link
In any case, a person who is invited to GanttPRO will get a registration link to the indicated email. Following that link, s/he has to complete the registration. Until that, the status of this member will be displayed as Pending 1.
While inviting a new account user, it is possible to copy the registration link by clicking on the icon 2 next to the invited person. You can then send it in a chat or through any other convenient channel.
Bear in mind that if you invite a new user to the account with Limited Member rights without assigning any project or task to him or her, s/he will not be able to do anything in GanttPRO.