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How to edit projects and assign team members

This guide shows you how to edit project details and invite team members so your team can collaborate effectively.

Written by Gail Esterhuyse
Updated over a month ago

Editing project details

  1. Hover your mouse over the project card on your Projects Dashboard

  2. Click the three dots in the bottom right corner and select project settings

  3. Edit any project details you need to update (name, address, timeframe, currency, tax settings, cover image, description, or website URL)

  4. Click the black Save Changes button to confirm your updates


Adding team members to a project

  1. Hover your mouse over the project card on your Projects Dashboard

  2. Click the three dots in the bottom right corner and select project settings

  3. Scroll down to the Members section at the bottom

  4. Click Add member

  5. Select the team member you want to add from the popup list

  6. Click the black Save button in the bottom right corner to confirm changes

Note: Team members must be added to your studio account before you can invite them to projects. Only invited team members will have access to project-specific information.


Frequently asked questions

Why can't my team members see some of the projects in our account?

Team members can only see projects they've been invited to. If they can't see a specific project, they haven't been added as a member of that project yet.

Why don't I see an option to add one of my team members?

You can only add active team members who have already been added to your studio account. Make sure the team member has been added to your studio before inviting them to individual projects.

Can I remove team members from a project?

Yes, you can manage team member access from the same Members section in project settings.


Need more help with managing project settings and team members? Contact our support team via live chat for personalized assistance.

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