Adding people

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, 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 1. 

You can enter the email(s) manually or copy and paste them in the window 2. In the first case, do not forget to press Enter after you add each email. 

Here, you can also select an account role 3 for the invited team members: an Admin or a member. It is also possible to invite users to particular projects, selecting them 4 from the list. 

How to invite a new user to a particular project? 

To invite a new user to a particular project, click on the People tab 1 at the top of the screen. Then, enter an email address 2 and click on Invite by email 3.

Remember, that you can also invite a new team member to a project or several projects from the Team and resources section. Once you introduce the email(s), select the corresponding projects from the drop-down. 

Note that inviting a user to the project and to the team are two different cases. 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 the account users. 

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 without assigning any task to him or her, or granting any additional rights, s/he will not be able to do anything in GanttPRO.

Choosing team members for a particular project

For every project you create, you may need different team members. In GanttPRO, it is possible to assign users to separate projects. 

Therefore, you can add new users to the account and then decide who will work on a particular project and add them to that project. 

For that, open the People tab 1 in a project and select Choose from Team 2. Then, choose the team member(s) you want to add to the project and click OK.