Add Users to teams

Adding Users to a Team

Once the team is created, you can add users who are already part of your company directory.

1. From the Teams list, click the name of the team you just created.

2. This opens the Team Users view, where current team members are listed.

3. Click the Add User button.

4. In the popup:

   • Start typing the name of the user. A list of matching users from your company directory will appear.

   • Select the user you want to add.

   • Choose a role from the dropdown (Admin, PI Admin, Team Member, Observer).

5. Click Add User to complete the process.

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Important Notes

• Only users added to your Company Directory can be assigned to teams.

• A user can be assigned to multiple teams, each with different roles.

• For a user to see workspaces or program boards, ensure the team is linked to at least one workspace.