How to Add Team Members to a Project

Assign team members to your project to track who is working on it.

Accessing Project Team

1. Open the project
2. Click Project Team in the workspace navigation

Adding Team Members

1. Click Add New
2. Search for and select the team member
3. They will be added to the project team

Project Manager vs Team Members

• Project Manager: Set on the Project Details tab - the person responsible for the project
• Project Team: Additional people working on the project

Managing the Team

• Remove: Click the X icon to remove a team member
• View Details: Click the arrow icon to open their constituent record

Who Can Be Added?

Team members are constituents designated as team members (staff, board, or designated volunteers).