Manage the Project Team
The Project Team consists of users who are associated with the project. The members of the Project Team display in the People section of the project.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Add users to a Project Team
When you add users to the project team, they gain View permissions on the project and the tasks, issues, and documents of the project. For more information, see the article Project Team overview.
You can add users to the project team in the following ways:
Automatically add users to a Project Team automatically-add-users-to-a-project-team
The users that fulfill the following roles on the project are automatically added to the project team and appear in the People section when the project is created:
- The creator of the project
- The project owner
- The project sponsor
Users are also automatically added to the project team when they are assigned to the following:
- Tasks
- Issues
Manually add users to a Project Team manually-add-users-to-a-project-team
If users that don’t fulfill any role on the project want to be notified about certain updates or changes during the life of the project, you can manually add them to the project team.
For more information about what notifications can be enabled for users on the project team, see Event notification types.
-
Go to the project you want to add users to.
-
Click People in the left panel. You might need to click Show More first.
-
Click Add users.
The Add users to Project Team dialog box displays.
-
In the Add users box, begin typing the name of an active Workfront user that you want to add to the project team, then click the name when it appears in the drop-down list.
Repeat this step to add multiple users to the project team. The users must belong to the group associated with the project.
note tip TIP -
You cannot add users by adding their teams, groups, companies, or job roles.
-
As you add the users, notice the avatar, the user’s Primary Role, and their email address to distinguish between users with identical names. Users must be associated with at least one job role to view it as you add them.
You must have the View Contact Info setting enabled in your access level for Users to view users’ emails. For information, see Grant access to users.
-
-
Click Add.
The users gain View permissions to the project and receive notifications about the project as part of the project team.
Remove users from a Project Team
When you remove users from their roles on the project, they remain part of the project team.
If you remove a user from the project team and the user is assigned to tasks or issues in the project, the user is unassigned from the tasks and issues that are not completed. In this case, the tasks and issues return to the Unassigned Work area in the Workload Balancer.
Users who are assigned to completed tasks and issues remain assigned even after you remove them from the project team.
For more information about removing users from the project team, see Remove users from projects.