Managing members of a Project

Member Management Modal displays all Project Members in a structured order to improve visibility and access:

1. Suggestions – Highlighted first if any.

2. Project Managers – Listed next in alphabetical order, with a black dot indicator on the avatar.

3. All Other Members – Displayed alphabetically.

4. Open Roles – Shown last, also in alphabetical order.

   

Invite Members to a Project

1. Click the people avatar in the top right corner of your new project.

   

2. Select +Add Member on the top.

   

3. Select the member you want to add by clicking the + on the right. To find the member faster, you can search the their names.

   Members with a purple light-bulb icon are suggested to be added to the project by AI.

   

   External Contractors will show on this list, while Guests will not
   

   If no results are found for the member being searched, click Invite to Mosaic to send an invitation.

   Learn more about inviting Members

   

4. Click "Add" after you selected the members. If you need some suggestions based on the roles, you can use our Team Builder feature.

   Learn more about Team Builder

   

5. You will see members show up on the list shortly.

   

Members will automatically join a project when a work plan is created or a time entry is submitted.

Export Project Members

1. Click the three-dot next to the title, and click the Download option.

2. Choose Unformatted CSV, Unformatted XLSX, or Formatted XLSX.

3. A Notification in Mosaic will be sent to you when the export is complete.

Assign Different Levels of Access to Team Members

• Project Manager: Identified by a black dot on their initials.

• Can Edit: Allows members to view and make changes to the project.

• View Only: Grants read-only access to the project.

• Remove from Project: To remove a team member from a project.