How to add or remove a user to/from a project

You can add a User to a Project by following these steps:

1. Click on the Projects tab in the navigation bar at the top of your screen.
2. Note you can use the search or filtering options to easily find the project you're looking for. Once you find the Project you'd like to adjust, click View Project.
3. This new page will have an Edit link in the upper right, click here to edit this Project.
4. Click on the Update button in the Project Users section in the lower right hand corner.
5. Select the User you'd like to add to this Project within the Add Other Users to this Project: drop down, then click the Add button.

You can remove a User from a Project by following these steps:

1. Click on the Projects tab in the navigation bar at the top of your screen.
2. Note you can use the search or filtering options to easily find the project you're looking for. Once you find the Project you'd like to adjust, click View Project.
3. This new page will have an Edit link in the upper right, click here to edit this Project.
4. Click on the Update button in the Project Users section in the lower right hand corner.
5. Find the user in the Users currently in this project: section and click the remove from project link under their name. Administrative accounts will be added to every project in PRO. Therefore, you cannot remove them from a project.

Note:

• You can only add users that are also assigned to the client. Click here to learn more.
• Administrative accounts will be added to every project in PRO. Therefore, you cannot remove them from a project.