{"id":5952,"date":"2022-03-08T04:21:17","date_gmt":"2022-03-08T04:21:17","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=5952"},"modified":"2026-04-02T11:17:38","modified_gmt":"2026-04-02T05:47:38","slug":"team-members-overview","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/team-members-overview\/","title":{"rendered":"How to Add and Manage Team Members\/Users in a Project"},"content":{"rendered":"

In this article, we will help you to understand how to add and manage team members in a project.<\/p>\n\n\n\n
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Skip Ahead to:<\/strong><\/p>\n

Overview<\/a><\/p>\n

Navigation<\/a><\/p>\n

Inviting a New User<\/a><\/p>\n

Adding Team Members<\/a><\/p>\n

Project Allocations<\/a><\/p>\n

Deallocating Team Members<\/a><\/p>\n

Deleting a Team Member<\/a><\/p>\n

Replacing a Team Member<\/a><\/a><\/a><\/p>\n

Common Operations to Manage Team Members<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Overview<\/h2>\n

When you create a new project, you will be the only project member.\u00a0If you are an Owner or an Admin, you can invite new users to a project or the\u00a0team.<\/a><\/p>\n

You can search for Team Members based on Personas by sending an email to invite the selected user for confirmation, as required. You need team members to contribute to the project based on their roles and responsibilities. To define your team, invite them into your project to get started, and also allocate them for a specific period and in the required capacity.<\/p>\n

The team members belonging to the Project are listed in the\u00a0Team Members<\/b> window along with their skills. The details, such as their name, login ID, email address, and persona, are displayed in the listing details.<\/p>\n\n\n\n
\"Team<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/a>Navigation<\/h2>\n

In the left navigation panel, expand the Recent Projects <\/b>menu and select the required project. <\/a><\/strong> Hover over the Project name at the top, expand the Plan <\/b>module, and select\u00a0Team Members<\/strong>.<\/p>\n

Inviting a New User<\/h2>\n

To invite a new user to a project:<\/p>\n

    \n
  1. Click the ADD<\/strong> button.<\/li>\n
  2. Click the INVITE USER <\/strong>button at the bottom of the Adding Team Members<\/strong> window.<\/li>\n
  3. Select the persona from the drop-down list and enter the Email ID of the user.<\/li>\n
  4. Click the INVITE<\/strong> button. The member will get an email invitation, which must be accepted by the member to join the project.<\/li>\n<\/ol>\n

    Follow similar steps to invite the user from the Left Panel and the Work Hub.<\/p>\n

    \"\"<\/a><\/a><\/a><\/p>\n

    Adding Team Members<\/h2>\n

    Prerequisite: <\/strong>Users must be available at the organizational level.<\/p>\n

    To add team members to a project:<\/p>\n

      \n
    1. Click the INVITE<\/strong> button.<\/li>\n
    2. Select the persona from the drop-down that you want to allocate to that team member in the project.<\/li>\n
    3. Enter the names or emails of the users that you want to invite as team members in the project. The selected member names can be seen as chips.<\/li>\n
    4. Click the INVITE <\/b>button to add the selected members to the project.<\/li>\n<\/ol>\n

      Follow similar steps to add the user from the Left Panel and the Work Hub.<\/p>\n

      \"Invite<\/a><\/p>\n

      Once the team member becomes a part of the project, the following tabs get created:<\/p>\n