Users can either be manually added to a Project, or they will be automatically added when they are assigned to a Project Entry in the Project. The User(s) you add will receive an email informing them that they’ve been added to the Project.
Permissions Required: Loopio-wide Project, Level 2 (Creator) or higher, or Project-specific "Project Admin" permissions are required to add Participants to a Project.
Tip: If this is your first time working on a Project, the following article provides context on the various Project Participant roles - Getting Started: Projects
Adding Users to a Project:
- Open the Project
In the Project Sidebar, select the Participants tab (Shortcut: 2)
Click the plus sign (+)
Choose a Role to determine the permissions this user should receive.
- Assignees can only see, comment on, and work with Entries that have been assigned to them
- Collaborators can see and comment on all Project Entries, but only work on Entries assigned to them
- Project Admins have full access to a Project
Search for the user's name and select them from the list
Tip: Select Invite Another before clicking Save to stay in the Invite Participant modal and invite more Users with the same permissions
Users will be automatically added to a Project when a Project Entry is assigned to them to answer or review. The User will default to the Assignee Role which can be updated by clicking the user's name in the Project Participants Sidebar tab.
Tracking User Progress in a Project
You can see an overview of all Entries in Assigned or In Review status within the Participants tab of the Project Sidebar.
You can also display all Entries that involve a specific user by selecting them from the Participants filter at the top of the Project.
Once a User is selected in the Participants filter, filter the Entries to those with specific statuses by selecting a status filter from the image below.
For more information on tracking User progress, read on: Keeping Track of User Progress in a Project