Joining a Project: Three Simple Methods 

You can join a project in the system using any of the following methods: 

  1. From the Projects Page
    Navigate to the Projects page and browse or search for the project you want to join. 

  2. Using the Project Dropdown Menu
    If you're filling out an order form, use the project dropdown to find and join a project. 

  3. Through the User Menu (Admin Access Only)
    Admins can use the user menu to join or assign users to projects.                              

Note:
If you can't find the project you're looking for, it may not have been created yet or your company administrator(s) may have opted to turn off "Allow users to join projects". Please contact your company admin to request the project's creation or to be added to the project(s) you need.


How to Join A Project



1. Projects Page



This is the main way to browse and join available projects.

  • Navigate to the Projects page.

  • Use the search bar to find the project you want to join.

2. Project Dropdown Menu (on every order form)



  • In the Project field, start typing to search for your project.
    If it doesn’t appear, click + Join
  • A quick option when you're already working on an order. 



3. User Menu (Admin Access Only)

  • Navigate to the Users page and find the specific user:


  • In the right-side menu, search and add the user to the desired projects.
  • Optional: You can also select "+ Add to All Existing Projects"

 


Admins can also opt to turn on or off "Allow users to join projects", if this setting is on, users can freely join & leave projects. If turned off, admins will need to add or remove users manually.

  • This setting can be found under your Company Settings -> General Settings.

  

Need help?

Reach out to our Customer Support team: