Other Ways You Can Add a User to a Project

From the Users Page

Once a user has been added to an account on the Users page, they can be added straight to projects by checking the box next to their name.

  1. Click the More icon (ellipsis) and choose Invite User to Project.

An Invite to Project pane slides out from the right-hand side of the screen. All existing 3D Enabled type projects for the entire account will be listed by name.

  1. Check the selected projects by name to add the user to.

Note: You can add a single user to a single project, a single user to multiple projects, or multiple users to multiple projects using the above steps.

  1. Once the projects are selected, click the blue Next button.

  1. Once you have selected users to become members of a project, click the blue Next button. The selected users will be listed by email address now.

  2. Click the blue Invite button and a notification will appear in the bottom-left corner of the screen informing you an invitation has been sent to that email addresses.

From the Projects Page

  1. Find the intended project’s thumbnail on the Projects page, click the More icon (ellipsis), and select View Project Members.

You are taken to the Project Members page which lists all existing users for the selected project (thumbnail).

  1. To add a user, click the blue Invite button in the top right-hand corner.

An Invite Members to xx Project slider will appear on the right hand side of the screen. All existing users for the entire account will be listed by name.

  1. Either click the + button to select an existing user from the list or, alternatively, type their email address.

Note: You can add multiple users at once by repeating the above steps, once for each user.

  1. Once you have selected users to become members of a project, click the blue Next button. The selected users will be listed by email address.

  2. Click the blue Invite button and a notification will appear in the bottom left corner of the screen informing you an invitation has been sent to the email addresses.

Once a user is invited to a project (using either method above), they should receive an email notification in their inbox that they have been invited to an account (if not, suggest that they check their spam/junk mail folders or email security settings).

The invitee can click the Sign In link and log in to WorkOS; the project will then be available on the Projects page as a new thumbnail.

Note: A user must be invited to an account before they can be invited to a project.

Note: A user can also be deleted from a project by going to the Project Members page, clicking the More icon (ellipsis), and selecting Remove Member.

See Pending status for a project member

The Project Members page shows which members have not accepted their invitations to the current account. Their status is shown as Pending.