Creating a project and its members

Projects live inside an organisation, and project membership is what decides who sees the work.

1. Open Organisations and click into the organisation.
2. Click Add Project to open Create New Project.
3. Fill in Name and Detail. Both are required, so the Create button stays disabled until they have content.
4. Optionally use Add Users to seed the member list. The choices here are the organisation’s own members, so add anyone missing to the organisation first.
5. Click Create.

The Projects tab now lists it, with counts for Requests, Issues, Feature reqs and Change reqs on the row. Click the row to open the project.

To manage who is in it, stay on the Project Overview tab and use the Project members card. Its own summary says it plainly: add users so they can view issues, feature and change requests, and add comments.

• Click Add User, search by name or email, select one or more people, then click Add User(s).
• Search the current members with the Search User box above the table.
• To take someone out, use the actions menu on their row and choose Delete, then confirm.

The table records Added By and Added At for every member, so it is always clear who granted access and when. Use Edit Project Details in the header to rename the project or rewrite its description.