Adding Users to Your Project Account, Changing User Roles, and Adding Users to Existing Reports

To add a new member as a user to your project account, your project administrator will need to go to the Dashboard 'Settings' and select the 'Project' tab. 

Note that the 'Projects' tab will only be visible to project admins.

This view allows for admins to see all current users, as well as those who have been invited to join a project’s dashboard. The view includes their username, email address, role (Admin, Member (User), Invite Sent, Invite Expired, Invite Rejected), and buttons to cancel invites for those who have not yet accepted the invitation.

To add new users to your project’s dashboard, project admins will need to use the invitation component at the bottom of the page. This component includes an empty field to input the user's email, as well as a dropdown menu to select the type of user you would like to invite (admin, member, triager, finance), and a “send invite” button to complete the invitation. Once complete, you will then see their email and the new status (invite sent) under the 'Users' tab.

Invites will expire after 48 hours. If the user who was sent the invitation has not created their account, verified it, and accepted the invitation within 48 hours, a new invitation will need to be sent to their email address. 

If you would like a full list of actions and permissions available to each user role, or you would like to change an existing user's role, please see our help center article on user roles.

 

How to add new team members to existing reports

Note that once a team member is added to your project Dashboard, they will only be auto-subscribed to new bug reports. If they require access to any existing reports, a team member already subscribed to the report(s) in question will need to manually add them by selecting '+Add a participant' from the right-side menu options of the report(s): 

You will then see a menu of teammates to add. Select from the drop down and include a message. Click `Add Participant`.