Adding Project Members

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Updated
March 04, 2021 20:09

Each CloudShare Project supports multiple users who are called Project Members.

A user must be invited to become a Project Member. When the invitation is created, they are assigned a Role that determines the level of control they will have when working in the selected Project.

When adding a new Project Member, a standard email invitation is sent to the prospective new member, with instructions to click a CloudShare URL to guide them through the process.

Note

If an existing Project Member receives an invitation, their newly assigned Role is added to their current access and permissions level for the Project. For example, if a Team Member receives a Project Manager invitation, they will become a Project Manager.

A Project Manager can add new Project Members as Project Managers, Team Managers or Team Members.
A Team Manager can add new Project Members to their Team only.

From the User Management menu, click Project Members > Project Member Invitations. The Project Member Invitations grid is displayed:

Tip

A Project Manager also can add new Project Members directly from a Project using the Project Details page.
Click Add Project Member. The Add Project Members wizard opens:
From the Project dropdown list, select the Project you want to add members to.
From the Team dropdown list, select the Team that the new member will belong to.
Select the Mode you want to use for inviting one or more new members:
- Single. Enables you to invite one new member.
- Multiple. Enables you to invite more than one new member at a time. When this option is chosen, you can upload prepared CSV text files containing prospective members' details.
If you chose the Single mode, enter details in each of the following required fields:
- Email: The email where the new member invitation will be sent. This email is also the user name for the prospective new member.
- Last Name: The prospective new member's last name.
- First Name: The prospective new member's first name.
- Role: The Role that will be assigned to the prospective new member.
If you chose the Multiple mode, the following fields will be displayed on the page:

Add the new members according to their assigned Role for the current Project. For each relevant Role type, click Choose File to browse and select a prepared CSV file for upload.

Each CSV file should contain only those members who will be assigned to the specific Role. Be careful not to use more than one Role type in the same invitation file.

Note

You can download a template CSV file from the help message that appears below your chosen Mode. You must prepare all CSV files before running the Add Project Members wizard.

As shown in the CSV template, the text file must have separate columns for email, first name, and last name of a prospective member, and cannot contain a header row.
Click Create at the lower right corner of the wizard.
- For Single mode, the invitation will be sent automatically to the prospective member, according to the details provided in the fields.
- For Multiple mode, invitations will be sent automatically to all prospective members, according to the details listed in the CSV file(s). Upon completion, a popup is displayed to notify you of the status for each sent user:
  
  Click Done.
On completion the Project Member Invitations grid is displayed once again, listing the new invitations you have just sent.