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Add People to a Project

You can easily add existing members of your 5day.io workspace to a project using one of two methods. This ensures the right people have access and visibility to collaborate on the project tasks.

Option 1: Add via Project Menu​

  1. Go to the project where you want to add members.

  2. Click the three-dot menu (⋮) next to the project name.

  3. Select Add People from the dropdown.

  4. From the list of existing workspace members, select the users you want to add.

  5. Click Add — they’ll immediately be added to the project.

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Option 2: Add via Project Settings​

  1. Inside the project, click the three-dot menu (⋮) next to the project name.

  2. Select Project Settings.

  3. In the Project Settings menu, go to the People tab.

  4. Click on Add People.

  5. Choose members from the existing list and click Add.

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✅ Note: Only existing workspace members can be added to a project. If someone isn't part of your workspace yet, you’ll need to invite them to the workspace first before assigning them to a project.

Invite New Members to a Project​

You can invite people who are not yet part of your workspace directly to a project. They’ll receive an email invitation and be added with the selected role once they join.

You can invite them using either of the two options below:

Option 1: Invite via Project Menu​

  1. Navigate to the project.
  2. Click the three-dot menu (⋮) next to the project name.

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  1. Select Invite People.
  2. Choose Invite by Email.
  3. Enter the person’s email address and select their role (e.g., Member, Manager, Guest).
  4. Click Invite.

An invitation email will be sent. Once the user accepts the invite, they’ll be able to log in and access the project.

Option 2: Invite via Project Settings​

  1. Go to the project and click the three-dot menu (⋮) next to the project name.
  2. Select Project Settings.
  3. Navigate to the People tab.
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  1. Click on Invite New.
  2. Choose Invite by Email.
  3. Enter the email address, assign the role, and click Invite.

✅ The invited person will receive an email with instructions to join. After confirming their email, they’ll be added directly to the project.