How do I add a new user into multiple existing projects?

Although users can be added to projects one at a time using the project admin tools, there is also a quick and easy way to push user(s) into multiple or all existing projects in one go. For example, this would be useful if you are adding a new team member to all existing projects. 

Important Notes:

• A new user must be added to at least one project manually, before being copied into multiple others.
• It is important to make sure that the user is occupying their correct role in the template project to ensure that they are added to the others correctly.
• If a user needs to be a co-admin, make sure they are tagged as such in the template project. This access will be copied along with them into the other projects.
  
  First: Add The User to One of Their Projects 
  1. Open the project that you want to add the user to.
  2. Open the Project Admin page by clicking on the red gear icon on the right hand side of your screen.
  3. Go to Project Users and click the blue button for +Existing Users.
  4. Search for the user by first name, last name, or company.
  5. Select the role that they should occupy in the project(s).
  6. Click Add To Project.

  Second: Copy The User to The Other Projects

  1. Navigate back to your My Projects Page
  2. Click the 3-dot icon next to the project you added the user to and select Copy.

     Helpful Hint: The "Copy" option will only appear if you are the Project Admin in the project, or if you are a Site Admin.

  3. This will take you to the Copy Project Data screen. The project you selected earlier will automatically be placed in the Copy From area at the top of the page.
  4. From the Project List area, select the project(s) that you wish to copy the user into.
  5. Once selected, click the > arrow to move them to the right-hand side under Copy To.
  6. Click Next in the top-right corner.
  7. Under the App Group dropdown, select the User Management option.
  8. Check the box for Users.
  9. Remove the users you don't need to copy by clicking the X next to their name.
  10. Click Next in the top-right corner.

      Helpful Hint: A summary screen will display to show what has been selected to copy.

  11. Click Copy in the top-right corner.
  12. Once the copy feature is complete, a confirmation message will display.
  13. Check one or two projects to make sure the user has been added correctly.