Inviting users to a project

Plans: Everyone · Permissions: Admins, Managers, Team Leads

Projects & Tags Projects Handbook Make sure your people have access to the right projects in Timely.

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

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.

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

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 the article on user access levels.

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 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. Employees can 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.