What you need to know
Give someone access when they should help on one project but have no role in its department. Once added, they can open the project and you can put them on its tasks. You need to be a department manager or a company administrator.
What to do
- On Workflow Projects, select People on the project's row. Or select People on the project's page.
- In Give access to, start typing the person's name or email, then pick them.
- Leave May override empty unless they should be able to move work past a rule that would refuse it, such as moving a task before the task it waits for is done. Most people do not need it.
- Select Give access.
Then put them on tasks: Assign or reassign a task.
Confirm it worked
They show in the list with today's date in Added and your name in Added by. They are now offered when you select Assign on the project's tasks.
If it did not work
- The person is not in the list: they are not an active staff member with an account, or they already have access. When nobody is left to add, the list says Nobody left to add.
- A message says “They already have access — the list below is now up to date.” Nothing else is needed.
- You do not see Give access to: your role does not allow it. Ask a manager of the department.
Good to know
A person added to one project sees My Tasks, My Route and Help under WorkFlow PM, but not Workflow Projects. They find the work on My Tasks once they are on a task, or by opening a link to the project.Access you give yourself
You can give yourself access to a project, with May override if you need it. You keep it only while you keep the role that let you give it. When someone removes that role, the access you gave yourself goes too, unless another role still lets you give access there. Access you gave to other people stays. See Who can see and do what.