In Project Management, you can share a project with your team for collaboration, transparency, feedback/review or as a shared resource.  

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Where can you add collaborators in a project?

You can add collaborators in a project using the following options from the project screen within a portfolio.

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• Share: Follow the steps below to add collaborators in a project using the Share option -

  1. Navigate to the projects screen and click on the vertical ellipsis (⋮) next to the project.

  2. Select Share from the dropdown.

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  3. Alternatively, you can also open a project and click Share in the top right corner.

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• Edit: Follow the steps below to add collaborators in a project using the Edit option -

  1. Navigate to the projects screen and click on the vertical ellipsis (⋮) next to the project.

  2. Select Edit from the dropdown.

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  3. Click on the Collaborators field to add collaborators.

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To Add/Remove Collaborators in a Project

1. Search for and select the users/user groups you want to share the project with.

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2. Click the access dropdown next to the user name to assign them one of the following permissions -

   • Admin: Admins can fully configure and edit the project, but they cannot update the project ownership.

   • Editor - Can Share: Editors with this permission can edit task records, task views, and add collaborators with limited access. They cannot configure project fields.

   • Editor - Cannot Share: Editors with this permission can edit task records and task views, but cannot configure project fields or add collaborators.

   • Read Only: Users with Read Only access can view task records and views, comment on all tasks, and edit the tasks assigned to them. Note: An admin or an owner can also change the access levels of the existing users or remove them from the project. 

     Note: Admins or project owners can also change the access levels of existing collaborators or remove them from the project. 

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3. Choose the appropriate permission and click Send Invite to notify the selected users throug inbox, platform and email. 

4. To remove a collaborator, click the access dropdown next to their name and select Remove User.

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5. To quickly share the project with users who have access, click Copy link to Project at the bottom left corner of the pop-up.

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   Note: Users inherit the same access levels to projects within a portfolio as they have for the portfolio itself. For example, if a user has admin access to the portfolio, they automatically receive admin access to all projects within that portfolio.

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