Overview
The Import Users feature allows you to quickly add users to a project by selecting them from another project you’re already part of—along with their existing roles.
This eliminates the need to manually re-add users and reconfigure permissions, making user management faster and more consistent across projects.
How to Import Users
Navigate to User Management
Click Add Users and Choose the option to Import Users from another project
Choose a single project from the list. Only projects you are part of will be visible
Notes: If your destination project belongs to Company A, you will only see Company A projects If it belongs to Company B, you will only see Company B projects
Each user is displayed with:
Name
Email ID
The Assign Role panel will open
Roles are shown in this order:
Destination project roles
Source project roles
For each imported user their source project role is auto selected
If the role is: Admin / Viewer / Collaborator → the equivalent destination role is selected. You can change roles manually if needed
Review and Add Users
Add more users
Edit roles
Remove users from the list
Click Add Users to complete the process
Cross-Project Type Behavior
Visual → Progress Project
New role is created with only Visual-related permissions
Progress → Visual Project
New role is created, but Progress-specific permissions are ignored
Important Validations
The system will still enforce existing checks:
Restricted email domains
Duplicate users
Existing user conflicts
Relevant error messages will be shown as per current behavior.
We hope this article has been helpful. If you have any questions please reach out to [email protected]