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Let the whole team join in on the fun! Learn how to add your team members to your projects, so you can collaborate anytime, anywhere.

 

Invite your team to join your Organization, Project or Initiative

To add a team member to your organization, project or initiative, navigate to the organization, project or initiative summary page by either:

1) Open the “Projects List” tab on the left side of the screen and select the appropriate organization, project or initiative. Initiatives will always be shown at the bottom of the list. You can also search for the organization, project or initiative name in the search bar at the top of the tab.

2) Scrolling down the home page to the area below “Project Name” and clicking the organization or project name.

Once on the organization, project or initiative summary page, you can add users by selecting the green button that displays a people icon, located on the right side of the screen. This will open a “Users permissions” box where you can invite users by email and assign them an owner, editor, or viewer role.

If a user is granted an organization role, that same role is applied to all of the projects within that organization, by default.

Join an existing organization, project or initiative

If you would like to join an existing organization/project, you must be invited by an Organization Owner or Editor.

 

 

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