Adding Existing Enterprise Users to a Workspace

When you add users to your workspace, they become workspace team members and can be assigned tasks and use any available workspace applications such as Issues, Polls, and Documents.

You can also add external resources to a workspace and assign them tasks or issues. External resources cannot log into PPM, so you need to manage their tasks and timesheets for them. For more information, see About External Resources.

This topic explains how to add existing enterprise users to a workspace. If you have administrative permissions you can also add users to a workspace even if they are not yet enterprise users, creating them as enterprise users at the same time. For information about adding people who are not yet enterprise users to a workspace, see the topic Creating New Workspace Members.

TO ADD Enterprise USERS TO A workspace:

1. Navigate to the workspace to which you want to add members.
2. On the Workspace Menu, click Members and List View or Workgroup View.
3. In the List View toolbar, click the Add Users button.
   
   Note: You can also click Add Enterprise Users on the Workspace Menu.
   
   The Add New Member window opens.
4. Click Browse Member Directory and select the PPM users and external resources you want to add to the workspace.
   For more information on using the Member Directory, see Using the User Selector.
5. From the Default Role list, choose the role which you will assign to all the users in the Selected Members list. This default role can be changed for specific individuals on the next page.
6. Click Next Step.
   The Customize roles & additional permissions screen displays.
7. To add the user(s) as an active user and send an invitation notification, select the corresponding Active check box(es) next to the user name. If the workspace is still in the planning stage, and you do not want to notify team members immediately, clear the Active check boxes.
   
   Inactive team members can be activated at any time. For more information, see the topic Activating Workspace Members.
8. If the workspace has external billing enabled, to assign a workspace-level external billing rate, click the Billing Rate Selector icon and select a  predefined rate, or type a rate value in the External Rate box.
   
   Any rate you assign here is limited to this member and this workspace. If the member is also a member of another workspace, this rate does not apply to that workspace. If you do not assign a workspace-level external rate, the member's rate will be inherited based on the rate inheritance rules. For more information, see Billing Rate Inheritance Overview.
   
   Note: If external billing is not enabled for the workspace, you do not have this option.
9. If you want to assign the member a primary role that is different than the default role, select a role from the Role list.
   
   Note: You will be unable to select new roles for users with locked workspace roles.
10. To give a member permissions in addition to those assigned to their role, click Edit Additional Permissions and select the relevant check boxes.
11. Click Finish & Save to add the user(s) to the workspace, Previous Step to go back to Step 1, or Cancel to cancel the addition.

Related Topics:

• Activating Workspace Members—How to activate workspace members.
• Creating a Workspace Workgroup—How to create a workspace workgroup.
• Creating New Workspace Members—How to add workspace members who are not yet enterprise users.

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