OpenProject is the leading open source project management software.
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openproject/docs/getting-started/invite-members
ML-OpenP d0dfd6f776 added behavior of groups as project members 4 years ago
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README.md added behavior of groups as project members 4 years ago
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README.md

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[{title Invite members} {priority 800}] Invite team members to OpenProject. index, follow invite members, add users

Invite members

In order to see a project and work in it, you have to be a member of a project. Therefore, you have to add team members to a project.

**Member** is defined as a project member in a project. Project members are added in the members tab in the project settings.
**Note**: If you are not a member of a project, you do not see the project in the Project selection nor in the project list.
Topic Content
View members View the list of members in your project.
Add existing members Add existing members to a project.
Invite new members Invite new members to a project in OpenProject.
Groups a project members Understand the effects of adding groups a project members.

View members

To view the list of all project members and their roles in the project, select Members in the project menu.

list of all members

Add existing members

To add existing users or groups to a project, select the project where you want to add members. In the project menu on the left, select the Members menu item.

In the Members list you will get an overview of the current members of this project.

project-members

Click the green + Member button in the top right corner.

Type the name of the team member or group which you want to add. You can also choose several members at once. Assign a role to the new member(s) and click the blue Add button.

Please note that you will have to click on the new member's name or press the Enter key before clicking in the Add button.

add-members

Invite new members

You can also invite new members who have not yet an OpenProject account. Select the project where you want to add members. In the project menu on the left, select the Members menu item.

Type in the email address of the new member. If OpenProject does not find an existing user, the Invite information will automatically be put before the email address. Press the Enter key or select the text "Invite ...". Assign a role to this new member and click the blue Add button.

An email invitation will be sent out to the user with a link to create an account for OpenProject.

invite-new-members

You can now collaborate with your team in OpenProject.

Behavior of groups as project members

Groups have the following impact on a project members list and behave slightly different than individual users:

  • the group shows as a separate line on the project members list
  • the group members cannot be removed from the members list individually (no delete icon)
  • adding a group with members who are already in a project member list will add the group's role to their (the members') project roles
  • a project member belonging to a group can have additional roles added individually
  • the group role cannot be changed for individual group members

Find out more about the management of groups here.