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 Active Projects

Add Team Members to Individual Projects

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

Add Team Members to Multiple Projects Simultaneously

In addition to adding team members to projects one at a time, from your Motion.io Projects Dashboard, you can add team members to multiple projects simultaneously.

To do this, click the checkbox on the left side of each project, select the "Add team member" option from the "Bulk Actions" dropdown, and choose the team member you want to add.

How to Add Team Members to Project 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.