Inviting Your Team and Customers To a Project

Created by Niharika Pandey, Modified on Wed, 15 Jun 2022 at 05:37 PM by Niharika Pandey


You can add team members from your Organisation and invite team members from your Customer's Organisation to your Projects. You can do so while creating the project or post project creation too.


There are three ways in which you can add team members to a project:

  1. Invite Team Members While Creating a Project

  2. Invite Team Members to an Existing Project

  • Invite Team Members to a Project from the Project

  • Invite Team Members to a Project from Project Settings




Invite Team Members While Creating a Project



You can read the steps about How to create a Rocketlane project from the article.


While creating a new Project, you can add team members at the second step of the project creation process.


From the Teammates section, you can add/ invite team members to your team as well as to your customer's team.


For Your Team


By default the Project Owner is set to your name. You can assign a team member as Project Owner and add team members to your team by choosing from the drop-down options.



For Your Customer's Team


You can assign a team member as Champion and invite team members from the customer's team by providing their email ids.







Invite Team Members to an Existing Project


Invite Team Members to a Project from the Project 


To add team members to an existing project from the Project dashboard, follow the steps mentioned below.

  1. Go to Projects and select the project where you want to add the team members.



  2. From the top-right corner of the screen, click Invite.



  3. You can add team members from the 'Invite people' dialog box. 

    For adding team members from your Organisation, you can directly look up for their names and click Invite.




    Pro Tip: The team member with a Crown icon next to their account name is the Project Owner. 
    
    




  4. For adding team members from the Customer's team, you can look up their names or add them via email ids too. Click Invite to send across an invite.




  5. Incase you are not a part of the project, you can click on the '+Join This Project' icon and add yourself to the project.






Pro Tip: Incase you want to exit the project, you can click on the 'Leave Project' icon next to your account name from the list.






Invite Team Members to a Project from Project Settings

  1. Go to Projects and click on the project you want to add the team members to.

  2. From the top right corner of the screen, click Project Settings.



  3. Go to Team Members.



  4. For members from your Organisation, you can directly look up their names and send invites.




    Pro Tip: You can change the project owner by clicking on the 'More Actions' icon next to the team member's name and choose the 'Make Project Owner' option.
    
    


  5. For adding team members from the Customer's team, you can look up their names or add them via email ids too.



Pro Tip: You can change the Champion by clicking on the 'More Actions' icon next to the team member's name and choose the 'Make Champion' option.





Removing Team Members from an Existing Project

To remove a team member from your project go to your Project > Project Settings.

Click on the 'More actions' icon next to the team member's name and select Remove.






Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.



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