How to add a user to a project

Navigate over to the user management section.

Then click the Add User button whether or not the person being added already has an existing Eyrus account. 

This will bring up the New User form.  Enter in the email to be added to the project and click Search for User.

If the email already has an Eyrus account you just need to select optional role(s) for this project and click Save New User.  If the email does not have an account you need to fill in first and last names as well as the optional role(s).

Does not have an Eyrus account:

Already has an Eyrus account:

Whether the email already has an Eyrus account or not you need to select optional role(s) for the new user.  A user does not need any roles to access the system; if you don't assign any roles they will only have access to the base features.  Normally you only need to assign one role but you can assign as many roles as you want.  Roles are also setup on a project by project basis so someone could have Full Access one on project and be a Project Admin on another.

Select the role(s) from the dropdown and click Add Role.

After the role(s) are added click Save New User person is added to the project.  If they are a new Eyrus user they will now get a welcome email introducing them to the system.