Adding Team Members to Projects

To avoid cluttering your team members' account dashboards with projects they have no involvement in, by default, team members can only access projects you intentionally added them to.

This article will explain how to add team members as users to projects and templates in Motion.io.

How to Add Team Members to Projects

While users assigned to the "Admin" role will have access to every single project in your Motion.io account, team members will only have access to view and manage projects they have been added to.

To give a team member access to a project, select it from your dashboard and navigate to the "Users" page of that project. On the "Users" page, click "+Invite user to portal," select the "Team Member" role, and choose the team member you want to add from the dropdown.

After adding a team member to an active project, they'll automatically receive an email notification with a link that will bring them directly to the project you added them to.

How to Add Team Members to Templates

To avoid manually adding team members to each new project you create, you can add team members to templates. After you add team members to a template, they will be automatically included whenever you create a new project from that template.

To add team members to a template, navigate to the "Templates" page from your account sidebar and click the edit option from the dropdown menu. On your template's "Users" page, click "+Add user to template" and select the team member you want to add from the dropdown.