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Projects & Tasks

Managing Your Project Team

Add team members to projects and control their access.

Managing Your Project Team

Each project has its own team roster that determines who can work on and access the project.

Adding Members to a Project

  1. Open the project
  2. Go to the **Team** tab
  3. Click **Add Member**
  4. Select from your organization members
  5. Only members with clock permissions can be added

Team Roles in Projects

Team members keep their organization-level role (Admin, Foreman, Crew, etc.) which determines what they can do within the project.

Closeout Person

Each day, one team member is designated as the **closeout person**: - Automatically assigned when crew clocks in (foreman gets priority) - Responsible for submitting site photos at end of day - Can be manually reassigned by a foreman, assistant, or admin

Removing Members

  1. Go to the project **Team** tab
  2. Click the member you want to remove
  3. Confirm removal
  4. They will lose access to this project but remain in the organization
Managing Your Project Team - ZonaPlan Help