Building a Project Team

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Once you create a project, you can begin assigning team members. For an overview of the roles available for team members, see Project Team Management. Your project is visible to everyone until you create a project team.

Note: Only an Administrator can add users to the system. Once a user is in the system, project managers can add them to a project team. Once you create a project team, only people on the team will be able to see the project.

  1.  Select the project from the list of projects in the top left of the screen.
  2. Click the name of the project then select Edit Current Project. The Project Details will appear.
  3. Click Manage Team. The Project Team window will appear.
  4. Enter the name of the project team in the field at the top of the window.
  5. Click Find User and start typing the user's name in the search box. The names that match will appear below on the user profile card.
  6. Select the user and drag the card to the appropriate box. Users can be added to a team in the following roles:
    1. Project Administrator - Responsible for project management activities such as managing team members, sprint planning, and backlog management.
    2. Contributor - Active team members who are working on stories for the project. They need to be able to edit stories, manipulate the teamboard, and other activities to track the progress of the project.
    3. Viewer - Need to have access to project information but are not actively working on the project. Examples could be executive management, marketing, or product managers for related products or projects.
  7. Click Save.

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