From the Admin page

If you are a Sharktower Administrator you can add new users from the Admin panel (Avatar >> Admin Panel.)

Once on the Admin page You'll find a CREATE NEW USER button, under both the MANAGE USERS and ACCESS REQUESTS tabs. Click this button to begin.

Clicking the CREATE NEW USER button brings up the User Details panel, where you can capture the new user's details.

Adding users from the Admin page differs in the level of control over settings, compared with adding a user from the Team and Create project pages.

Alongside capturing the personal details of the user, you can at this stage set them up as an Administrator by checking 'Is administrator?' If you do so, you'll see that the user is given viewer access to the whole of your portfolio and all the projects within. This is updated in the ACCESS RIGHTS and VIEWER SETTINGS tabs. Note that as a viewer, the user would not appear on lists of Team Members.

If you choose not to set the user up as an Admin, more fine-grained control of user access is available in the ACCESS RIGHTS and VIEWER SETTINGS tabs.

To assign the new user to a specific project from the ACCESS RIGHTS tab, click the '+' next to Add to project. You can then begin typing the name of the desired project in the search field, and see a list of suggestions as you do so. Select a project to add the user to it, and you'll see it added under the PROJECTS list. By default the new user will be added to the project as a Team Member but you can change them to Project Delegate by clicking on the Team Member link.

Alternatively, you can add the user to different levels of your hierarchy in the VIEWER SETTINGS tab. To begin, expand the root of your organisational structure with the '+' button. You can then select the specific portfolios and projects you wish to grant the new user viewer access to.

To complete the process, click CREATE.

What does 'Viewer access' mean?

In Sharktower we differentiate between those actively working on the project and those who have access to the project because they have access at a higher level of the hierarchy (e.g. a stakeholder or department manager having access to an entire portfolio).

This differentiation can be seen in the Settings page of any project.

A viewer has the same edit/create rights as the team members but is not eligible to be added to meetings or assigned to work items.

From the Create Project page

 If you're a Project Manager or Project Delegate, you can add new users as you create a project.

Once you have added the necessary details for your project, go to the TEAM tab to get started.

Under Team Members click the SEARCH FOR USERS field and then Create new user. Fill in all the fields for your new user and then click ADD USER.

The new user will then be added to the project, as a Team Member by default. To change the role of the new user, click Team Member next to their name and select Project delegate.

Note that is the user appears on a whitelist, they'll be added to the project immediately. Otherwise they'll have to wait for admin approval.

If you wish to remove the new user from the project, simply click the 'X' next to their role.

From the Settings page within a project

If you're a Project Manager or Project Delegate, you can add new users from a project's Settings page. 

Click the SEARCH FOR USERS field and then Create new user. Fill in all the fields for your new user and then click ADD USER

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The new user will then be added to the project, as a Team Member by default. 

To change the role of the new user, click Team Member next to their name and select Project delegate. 

Note that if the user appears on a whitelist, they'll be added to the project immediately. Otherwise they'll have to wait for admin approval.

If you wish to remove the new user from the project, simply click the 'X' next to their role.