Add a User to a Project

Access

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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.​

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To add a someone to a project

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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
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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