How to Add Users to a Project

Guide to Adding Users to a Project

1. Navigate to the Users section of the Project Management tab

   • From the Admin tab, select Users from the left panel.

2. Select the Trial

   • Choose the correct Trial from the drop-down box.

3. Add Existing User

   • Choose Add Existing User if you know the user is already in the INVISION system.

   • The Add Existing User button will give access to a list of all existing users in your system.

   • Search for the user by typing their email in the search bar.
   • Once you find them, select the email and click the Save button.

4. Add New User

   • Choose Add New User if you need to add someone to the INVISION system that's never used it before.

   • The Add New User button will pull up a window where you will enter the new user’s details.

   • Fill out the user's details, and click Save.

 

For additional help, follow along with this video demonstrating how to add users to a project: