Overview
Having all key players on the project will increase accountability and collaboration among internal and customer team members leading to a seamless project delivery and an enhanced onboarding experience for your customer.
User Access
Inviting Team Members Post-Project Creation:
Only Admins, Managers, and Guides can create projects, and hence have the ability to invite all other users to the project.
Adding Team Members to Active Projects:
Admins and Managers can add any internal and external user to any project team.
Guides can add any internal and external user to a project that they have been invited to.
Task Owners and Contributors: Can add Task Owners, Contributors, Observers, and Customers to projects they have been invited to.
Observers cannot add team members to projects.
Customers can add other customer users to projects they have been invited to.
Third Party users cannot add team members to projects
How to Invite Members to a Project
Inviting Team Members Post-Project Creation
Once you’ve completed creating a project, the following screen will appear and prompt you to invite members to your team:
Adding Team Members to Active Projects
Adding team members to a project is a simple process! Open your project you will see a black button in the upper right of the project that says "Add Team Members"
Click the black "+Add Team Member" button.
A menu will appear where you can add internal, third-party, or customer team members.
Customers can be added via email while internal users and third-party users must already have an account set up.
Users who have been added to your project will show on your project team tab
To learn how to assign your team members to a task within your project, click here.
To learn how to utilize resource management and project team builder to optimize your project and team creation, click here.
Best Practices
Upon adding Customers check their project visibility and notification settings. Also, check if Compass Experience is enabled/disabled from project details. Make sure to change these default settings to the way your customer would prefer.
Encourage your customer to add additional team members on their own. External users are restricted to viewing only the project(s) they are being added to.
FAQs
Which Customer Team Members should I invite to projects?
Which Customer Team Members should I invite to projects?
We recommend at least inviting: The Executive Sponsor, the Program Manager and the Power User. You can read more about that here.
Can the Customer add another Customer from their team to the project?
Can the Customer add another Customer from their team to the project?
Yes! Customers can add their customer team from the web app and Compass...
Can Third Party members add other Third Party members from their team to the project?
Can Third Party members add other Third Party members from their team to the project?
No, because you control who the third parties you work with are. If the Third Party member would like to add another member they would need to run that by you so you can create that user.