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Manage Project Participants

Summary

This tutorial covers how to add team members to a project by opening the participants window, searching for users, and saving changes. It helps ensure the right people have access for collaboration and task assignment.

Prerequisites

● Role or permission needed: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, or Team Business Manager.

● Any setup required: Log in to BuilderPal and open an active project from the Projects menu.

Steps

  1. Open your Project from the Projects menu and click on the participants located on the right, beneath Job Chat.



    2. Opening the Participants window will show all team members currently on the Project. Searching and selecting team members will then add them to the Project, then close the window.

    1. Save the Changes
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