Administer and Add People

Applies to

Resource Management

Capabilities

Who can use this capability

Admins can add, remove, and update people on the account.

You can add people in two places: Account Settings or the Organization Page.

To add a person, first name, last name, and permission level are required. Other attributes are optional. When you add a person, you can invite them to the account immediately, or invite them later.

People who have been sent and/or have accepted an invitation count towards the number of Licensed Users in your subscription.

You can also add team members who do not have access to your account. These people are considered Managed Resources and count toward that aspect of your subscription.

Search view of the People page

Add multiple people at once

You can add multiple people by preparing a list in a spreadsheet program and importing that information into Resource Management. In the spreadsheet, fill out first and last names, email addresses, permission levels, disciplines, and roles for each person you want to add.

The permission levels, disciplines, and roles in this list need to match exactly how they’re defined in Resource Management Account Settings.

Learn how to import multiple people here.

Manage freelancers or contractors

If you want freelancers to track their time on projects, invite them and give them a login, just like other people in your account. You pay for Licensed Users with logins, so once the job is done you can archive that freelancer and use their license for someone else. Some customers have a few rotating seats designated for freelancer use.

If you do not need to account for the time freelancers spend and just want to track their cost to the project, add them as an expense against the project budget.

To restrict freelancer access to company-wide information, set their permission level to Contractor.