Teams (projects and investments) › Manage Project Participants › Add Participants

Add Participants

The product enables you to add users to your project as participants to provide them with view access to project information and documentation.

Follow these steps:

1. Open the project and click Team.
2. Open the Team menu and click Participants.
3. Select Resources from the Show drop-down, and perform any of the following actions:
   • Input an ID in the Add by Resource ID field and click Add.

     The product adds that user to the participant list.

   • Click Add to open the Add Resources page, select the users to add, and click Add.

     The product adds the selected users to the participant list.

   • (Optional) Click Add Staff.

     The product adds existing Team Staff resources to the participant list.

     Note: The default behavior of CA Clarity PPM automatically adds project employee resources as project participants when you add them as team staff. Your CA Clarity PPM system administrator can change the Automatically Add Staff Members As Investment Participant project management setting to change this behavior.

   • (Optional) Select participants and click Make Collaboration Manager.

     The product gives the selected participants additional rights in the Collaboration tab to manage documents and discussions.

     Note: The creator of the project is the default collaboration manager.

4. (Optional) Add System Groups as participants.
   1. Select System Groups from the Show drop-down
   2. Click Add, select the system groups to add, and click Add.

   The product adds the selected system group to the participant list.

Participants in projects can view project details, monitor its progress, and access project documentation. To manage project participants, use the Team menu Participants option.