Add Project Resources

You can add resources to a project. Once you have added them, you can then invite them to participate in the reviews that are associated with that project. You can assign or modify their roles depending on your project's needs.

You must be a Project administrator. If you are using a custom Project role, it must have the following permissions(s) set to Yes:

• View Project Resources
• Add, edit or delete Project Resources

For more information, see the Resources section of the Edit Project Role Dialog Box.

To add a project resource:

1. Log into your account.
2. In the Navigation panel, click Projects.
3. On the Projects dashboard, click a project whose resources you want to view.
4. On the Project screen, click the Resources tab.
5. On the Resources screen, click Default Project Role and select a role.
   If you do not select a role, ConceptShare will use the default role of the resource that you want to add.
6. In the Add Resource to Project field, enter the resource name or email address. ConceptShare displays a list of names or email addresses that match your input.
   If you are adding the resource for the first time, the system prompts you to specify more information about the resource. ConceptShare sends the user an invitation to set up the account.