Setting up a project

Members and roles

Who is on the project, and what each person is allowed to do.

Members

• Add an existing member - someone already in your organization.
• Invite by email - works for anyone, inside or outside your organization. They get a link to join.
• Change a person's role or remove them from the list.

Roles

• A role is a set of permissions, like creating items, editing them, inviting members or submitting daily reports.
• Use the roles you're given, or click New role and tick exactly the permissions it should have.