General
What is this?
The "General" tab contains essential information about the project. Here you can quickly view the project type, category, creation date, business area, project manager, and other key details. You can also create a new user, add participants or teams to the project, or send a request to a user with appropriate permissions to add a participant or team.
This information can be edited in the "Projects" module, provided you have administrator rights.
How to Create a New User
To create a new user, click the "Add Participant(s) or Team(s)" button. A window will open where you need to fill in the following fields: user’s email, their role in the project, and their system role.
Make sure the option "New User" is selected in the window.
After completing the fields, click "Invite". The user will receive an email with further instructions.
How to Add a Member or Team to the Project
If you have sufficient permissions to add participants to the project, select "Add member" in the pop-up window. Then choose the user or team and assign their role within the project.
After filling in the required fields, click "Add". The user will receive an email with further instructions.
How to Send a Request to Add a Member or Team
If you don’t have permission to add participants, you can send a request to a user who does. In the window, select "Request to add member", then choose the user or team to be added, assign their project role, and specify the recipient of the request.
After completing the fields, click "Request". The designated user will receive an email with instructions on how to proceed.