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How to add a teammate to a project
How to add a teammate to a project

Assign users to projects to collaborate.

Liz Splain avatar
Written by Liz Splain
Updated over 6 years ago

Keep your teammates up to date on the status of a project by 'assigning' them to collaborate.  If a user is assigned to a project, they will get notifications for changes to workflow and status.

The process is a little different for assigning users that are already a member of your workgroup compared to inviting new users to collaborate on your project.  Read the instructions that apply to you below.

To assign an existing user to a project:

  1. Go to the project.

  2. Navigate to the People  tab.  

  3. Enter the user's email address and select from the drop down menu. (If the email address isn't listed, the user does not have access to your workgroup.  See directions below.)

  4. Select Assign to project .  The user will be assigned and will appear in the Assigned  list.

To assign a new user to a project:

  1. Go to the project.

  2. Navigate to the People  tab.

  3. Enter the user's email address. Since this user does not have access to the workgroup, their name will not appear in the drop down menu.

  4. Select the Role  or access level you want the user to have.

  5. Select Invite .  If you are an Administrator in your workgroup.  The user will receive an invitation to collaborate in molti.  If you are not an Administrator, the invitation will need to be approved prior to sending.  Your workgroup Administrator will receive a notification to review the invitation.

  6. Once the invitation has been approved, and the user has signed up with an account, they will appear in the Assigned list.  

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