How to add members in a Share-Board / Project?

Step 1: From the Dashboard – Select the required project name that you want to add members to. For instance, Project name “Items (3370)” click and open.

Step 2: Now if you are the admin of that project you can see below options in that click on “Project Members” as shown below.

Please note: The buttons below are only available for Admin / Creator.

Step 3: You will then be directed to another page “Manage Project Members – [Project Name]” – click “+New member.”

Step 4: A dialog box will pop-up. Add the member’s “Email Address” in the type box.

Step 5: Click “Add.” You’ll see “User Successfully Added!” You may also add any member outside the organization (see 2^nd image). Make sure you fill all the details.

Step 6: The new member will be added to the Project. For internal members of the organization, it will say “user successfully added!” but for external members, it will indicate “Invite has been sent to the admin for approval” – see 2nd image.

Step 7: You may even remove the user using the “Remove” button. For internal member, it gets added immediately and use the “Remove” button to remove anytime.

For the external member of the organisation, it says “pending approval.”