Adding Additional Staff to the Portal

Edition: Professional, Business, Enterprise

User-level: All users

You can add staff to the project portal through the portal or by adding them as a project contact with portal access

Through the portal

1.Select the profile icon in the top right > My portals

2.Open the project portal you want to add the staff member to

3.Select 'Contacts' from the options to the left of the project portal

4.Select 'Add Staff'

5. Choose a staff member, define the role and then select 'Save'

Through the project contacts

1.From Side Navigation > projects > project list

2.Open the project > contacts tab

3.Select 'Add' in the top right hand corner > staff

4.Select the staff member and specify the role > select 'Save'. This staff member will automatically be granted full project portal access