{"id":7783,"date":"2022-04-04T10:55:45","date_gmt":"2022-04-04T10:55:45","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=7783"},"modified":"2025-09-13T15:21:24","modified_gmt":"2025-09-13T09:51:24","slug":"how-to-quickly-invite-user","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-quickly-invite-user\/","title":{"rendered":"How to Quickly Invite\/Add User"},"content":{"rendered":"<p>Start with the video first to get a better grasp of the topic!<br \/>\n<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/801492509?h=e51b17085e&amp;title=0&amp;byline=0&amp;portrait=0\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<table style=\"line-height: 10px; height: 26px; width: 99.8764%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 26px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"line-height: 10px; text-align: left;\"><a href=\"#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Navigation\">Navigation<\/a><a href=\"#Navigation\"><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"#Steps\">Steps to Invite a User<\/a><a id=\"Overview\"><\/a><a href=\"#Steps\"><\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>Once you have on<a id=\"Navigation\"><\/a>boarded into the product, you will need team members to contribute to the project based on their roles and responsibilities.<\/p>\n<h2>Navigation<\/h2>\n<p><strong>On Admin Level<\/strong>: On the left menu navigation, open Administration. In the breadcrumb at the top, hover over the <strong>Administration<\/strong> module, expand People Management, and select <strong>Users<\/strong>.<\/p>\n<p><strong>On Project Level<\/strong>: Navigate to the breadcrumb at the top hover over the Project name, expand the <b>Plan <\/b>module, and select\u00a0<strong>Team Members<\/strong>.<a id=\"Steps\"><\/a><\/p>\n<h2>Steps to Invite a User<\/h2>\n<h3>Admin Level<\/h3>\n<ol>\n<li>Click the <strong>INVITE USER<\/strong> button available at the top toolbar.<\/li>\n<li>In the <strong>Invite User<\/strong> pop-up window, select the persona depending on the roles and responsibilities you want to assign to the user.<\/li>\n<li>Add the Email ID. To add multiple Email IDs, press <strong>Enter<\/strong>.<\/li>\n<li>Finally, click the <strong>INVITE<\/strong> button.<\/li>\n<\/ol>\n<p>Learn more about managing the users at the Admin level from <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-manage-users\/\" rel=\"noopener\">here<\/a>.<a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Organization-Invite-User.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-11353\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Organization-Invite-User.jpg\" alt=\"\" width=\"1362\" height=\"505\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Organization-Invite-User.jpg 1362w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Organization-Invite-User-300x111.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Organization-Invite-User-1024x380.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Organization-Invite-User-768x285.jpg 768w\" sizes=\"(max-width: 1362px) 100vw, 1362px\" \/><\/a><\/p>\n<h3>Project Level<\/h3>\n<p>To add team members to a project:<\/p>\n<ol>\n<li>Click the\u00a0<strong>INVITE<\/strong>\u00a0button.<\/li>\n<li>Select the persona from the drop-down that you want to allocate to that team member in the project.<\/li>\n<li>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<li>Click the\u00a0<b>INVITE\u00a0<\/b>button to add the selected members to the project.<\/li>\n<\/ol>\n<p>Follow similar steps to add the user from the Left Panel and the Work Hub.<\/p>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Invite-Team-Member-Help.gif\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17757\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/04\/Invite-Team-Member-Help.gif\" alt=\"Invite Team Member\" width=\"1336\" height=\"720\" \/><\/a><\/p>\n<p><a id=\"VideoReference\"><\/a>Learn more about inviting team members <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/team-members-overview\/\" rel=\"noopener\">here<\/a>.<\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"7783\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-quickly-invite-user\/\" data-post-title=\"How to Quickly Invite\/Add User\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"7783\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-quickly-invite-user\/\" data-post-title=\"How to Quickly Invite\/Add User\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/7783"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=7783"}],"version-history":[{"count":18,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/7783\/revisions"}],"predecessor-version":[{"id":22118,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/7783\/revisions\/22118"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=7783"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}