How to Add Users to a Project

Understanding the Users Section of Project Management

Before other members of your companyGuide to begin to use the INVISION Platform, they need to be added as users.

Components of Users

How to AddAdding Users to a Project

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

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

2. Select the Trial

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

     and
   click Add New User or Add Existing User

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 pullgive upaccess to a list of all existing users in your systemsystem.

   • 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’user’s detailsdetails.

   • Fill

     Note that you can also useout the Trialuser's Operativesdetails, and click EnrolledSave.

   Growers
   filters

 

For additional help, follow along with this video demonstrating how to help find your users.

After adding the User, select their name from the list and Click the Add a Group button

This will allow you to assign a Group to this User. You can add more than one Group to each User, as needed.

You can also Assign Growersusers to a User, if they are a Trial Operative.project:

You can re-visit this area to edit or delete Users from your Project.