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Inviting users to a project

Make sure your people have access to the right projects in Timely

Lisa avatar
Written by Lisa
Updated over a month ago

Plans 💳 : Everyone

User Permissions 👥: Admins, Managers, Team Leads

Welcome aboard! This article shows how to add teammates to a project so they can log time, access reports, and stay in sync. 🛠️

🧑‍💻 Looking to invite brand new users to Timely? Check our our article HERE for all the details.


1️⃣ How to Invite Users

  1. Head over to the Projects Dashboard in Timely.

  2. Click "+ New Project" or "..." < "Edit" under an existing project

  3. Under the People & Hourly Rates section, search for the name of your team member

  4. Click Update or Save project — and they’re in! They'll be able to log time to this project moving forward. Invited users

📧 Those you've selected will automatically receive an email notification inviting them to the project.


2️⃣ What Invited Users Can Do

Role

Can log time

Can view reports

Approve timesheets

Edit project settings

Employee

✅ Yes

⌛️ Only their own

❌ No

❌ No

Manager

✅ Yes

✅ Yes

✅ Yes

✅ Yes

Admin

✅ Yes

✅ Yes

✅ Yes

✅ Yes

For more details on user access levels, check out our in-depth article HERE.


✨ Tips & Tricks

  • The email notification sent when a user is added to a project is just a heads-up — no action needed! Once added, the user can start logging time to that project immediately.

  • Need bulk invites? Consider using the new self-service import manager to bulk add users, and make other changes, to lists of projects.


🧩 FAQ

Can I invite people with project-specific permissions?

No, each user has set permissions at the user level - by adding them to a project you are allowing them to work within that project to whichever user level they've been assigned (Employee, Manager, Admin).

Can invited users access all reporting?

This varies by user access level, with employees able to see their own data and their own logged time, but won’t see others’ work or global report settings unless they’re a Manager or Admin.


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