How to invite a member and start collaboration

Audience: front-end end users

Target flow

Invite or add a member to the project → they appear in User Management → assign department / team → assign a role → start work.

Steps

1. Use one of these two ways to add them to the current project:
   • Project Basic Management → Invite to project, click + in the top right, check friends and send the invite. They join after they accept.
   • Human Resources → User Management, click + in the top right, fill in email, password, nickname, and similar fields in Add user, then add.
2. For field details, see [How to Invite Members to a Project]
3. Back in Human Resources → User Management, confirm the new member appears.

![User Management]

4. Set primary department for the member and add them to the needed teams
5. Set role so they can see the matching business modules (mail, calendar, finance, and similar)
6. Ask the member to open this project from Projects and start work