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. Please contact your company admin to request its creation.


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.

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. 




User Menu (Admin Access Only)


  • Navigate to the Users page and search for the specific user:


  • In the right-side menu, select "Automatically add user to new projects".

    • This will add the user to all newly created projects. It will not join them to existing projects.

    • Once " Automatically add user to new project " is toggled on, admins can subscribe the user to spend notifications on the new projects automatically. This will CC the user on all purchase orders, change orders, and in-store POs. Administrators or the user can toggle this off as well.

    • Toggling on Invoice/Expense approver will automatically enable the user to be an approver for expenses or invoices on newly created projects. This does not apply to previously created/joined projects.

    

  

Need help?

There are three ways to reach our Customer Support team: