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Add a User to a Project


This feature is available to [Engagement] Team Members and Engagement Managers who can add any user from the consulting firm or the client to the project. Client Admins can add Client Users to projects.

To add a someone to a project

  1. Select Engagements from the top menu

  2. Optionally click on a client tile to filter and show just the engagements for that client. 

    • Note: You can click the tile again to show all client tiles

  3. Click the relevant engagement

  4. Click on the project to open it

  5. Click the "+" sign beside "People Involved" / "Your Tax Team"

  6. Select the person you wish to add as a member

  7. Click the Add button

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