Add a Team Member

Before you start: You need permission to manage team members. If you don’t see the option to add, ask your administrator.

Steps

1. In the sidebar, click Team Members under the Team section.
2. Click Add Team Member (usually in the top-right corner).
3. Fill in the team member’s details:
   • First name and Last name
   • Title — their job title
   • Manager — who they report to (select from existing team members)
   • Email address
   • Phone number
   • Start date
4. Click Save.

The team member is added to the directory with Active status.

What happens next

After adding a team member, you can:

• Assign roles — go to their detail page and click the Roles tab. See Assign roles to a team member.
• Add to projects — open a project and use the Team tab to attach them.
• Add notes or compensation details — open their detail page and use the Notes or Compensation tabs.

Note: Adding a team member does not automatically create their login. Role assignment grants login access based on permissions.

Adding multiple team members at once

See Add multiple records at once for the bulk-add option.

Related pages

• Team Members
• Manage a team member’s details
• Assign roles to a team member
• Add multiple records at once