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 module 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.
|View members||View the list of members in your project.|
|Add existing users||Add existing users, groups or placeholder users to a project.|
|Invite new members||Invite new users to join a project in OpenProject.|
|Groups as project members||Understand the effects of adding groups as project members.|
|Placeholder users as project members||Understand how to differentiate between regular users and placeholder users.|
To view the list of all project members and their roles in the project, select Members in the project menu.
Add existing users
In the members list you will get an overview of the current members of this project.
Click the green + Member button in the top right corner.
Type the name of the user, placeholder user 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 the Add button.
Invite new members
You can also invite users who do not have an OpenProject account, yet. There are different ways to do it.
Invite in members module
Select the project for which you want to add members. In the project menu on the left, select the Members module.
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 from header
In the header menu that is always present, you find a green button that allows you to invite users from wherever in the application you are.
Once clicked on Invite user, a pop up comes up where you decide to which project you invite the new members and which roles they get.
Invite within a work package
When you are working in the work package list, you can also invite users from there. For example when you want to set an assignee for a work package that has not got access to OpenProject yet, you can select Invite from the drop down. The same applies to accountables or custom fields for your project.
You can now collaborate with your team in OpenProject. Newly invited users will be shown with a letter symbol next to their name.
Please note that removing a member who has not accepted the invite yet from a project will lead to the deletion of this user, which can’t be reversed.
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 name is shown 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’s role cannot be changed for individual group members
Find out more about the management of groups here.
Behavior of placeholder users as project members
Placeholder will look slightly different from regular users in a project member list:
- will be shown without email address
- can’t be part of a group, i.e. they will be shown without group affiliation