Edition: Professional, Business, Enterprise

User-level: All users

Previous steps: Giving portal access to an existing contact

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.Organisation menu > 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.Organisation menu > projects

2.Open the project > 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

Where to next?

Posting an announcement on the portal, Re-sending portal invitations

What other features does this relate to?

Portal and Transmittals overview