Workspace Admins can add people who are already in the workspace to any project or team without sending them an invitation. There are two ways to do it:
- from the workspace members list, using the Add to Project and Add to Team actions. This works for one person or many people at once;
- from a project’s or team’s members list, using Add from Workspace, one person at a time.
To add someone who isn’t in your workspace yet, invite them instead. See Inviting New Workspace Members.
Adding Several People at Once#
- Go to the Workspace Admin page, using the button on your workspace home page or the link at the top of the sidebar, and click the Members tab.
- Tick the people you want to add. To add a whole group, filter the list first (for example, type a project name and choose it under Project to find everyone in that project), then tick the box in the heading and choose All matching.
- Click Add to Project or Add to Team in the bar above the list.
- Choose the project or team, and the Role to give everyone. Click Next.
- Check the summary. Anyone who already has a higher role in that project or team keeps it.
- Enter a verification code and confirm. The code is from your authenticator app, or a one-time code we email to you (see Setting Up and Removing Multi-Factor Authentication (MFA)).
Adding One Person from a Project or Team#
You can also add people from a project’s or team’s own members list. Go to its settings page, click the Members tab, click Add, and choose Add from Workspace.
In the window that appears:
- Under Choose a member of your workspace, search for the person by name or email and choose them.
- Choose their role in the project. If they already have a role there, the window tells you.
- In projects with teams, you can also choose a team and a role in that team.
- Confirm to add them.
Things to Know#
- Only current members can be added. People who have been invited but haven’t accepted yet can’t be. If you choose All matching, Cartographer switches the list to show only Current Members for you.
- If you select more than 50 people, Cartographer asks you to confirm before it goes ahead.
- Project and Team Coordinators can’t add people from the workspace. If a coordinator asks you to add someone, use the steps above, or they can invite the person by email.
- To take people out of a project or team, see Remove People from a Project or Team. To change the role someone already has, see Change an Existing Member's Role.
