> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add project members

> How to add a project member in SuperOffice

To link a project to a company, at least one project member must be specified. You can do this on the Project screen or [via the section tabs](#from-section-tab) for contacts in the Company, Selection, or Sale screens.

When adding members to a project, you can assign functions individually as you add contacts/companies, assign functions afterward, or use a combination of both methods.

## Steps

1. Open the project (see [Use the Find screen][1]) and go to the **Project members** section tab.

2. Click **Add** below the section tab. The **Add/edit project members** dialog opens.

3. Click the **Company/Contact** list to add members. You have several options:

   * Search: Type at least two characters to search for a contact or company.

   * History/Favorites: Select from the history list or favorites.

     ![Add/edit project members dialog, history -screenshot][img5]

   * User group: Click <i class="ph ph-users" aria-label="Associate icon" /> to browse associates by group.

     ![Add/edit project members dialog, group -screenshot][img6]

   * Company: Click <i class="ph ph-arrow-circle-right" aria-label="Arrow right" /> to browse contacts by company or add a company as a member.

     ![Add/edit project members dialog, company -screenshot][img7]

4. **Set functions**: Select a project member and assign a function. To assign the same function to multiple members at once, use **Select All** or hold Ctrl/Shift while selecting.

   ![Add/edit project members dialog, function -screenshot][img8]

   Optionally, add a comment to describe the project member's function in more detail.

5. Click **OK**.

<h2 id="from-section-tab">
  Add project members and stakeholders from section tabs
</h2>

You can add project members and stakeholders from the contact lists in different section tabs, for example **Company** (**Contacts**), **Selection** (**Company/Contact**), **Sale** (**Stakeholders**) and **Project** (**Project members**). Thus procedure below can also be performed from the **Result** tab in the [Find screen][1].

**Steps:**

1. Go to the required section tab or the **Find** screen.

2. Select the required contact on the list.

   <Note>
     To add several contacts as stakeholders/project members, use **Shift** or **Ctrl** + click.
   </Note>

3. Right-click the contacts and select **Add to sale** or **Add to project** on the menu that appears.

4. In the **Sale** or **Project** field, specify which sale/project to add the contacts to. Do this either by clicking the arrow and selecting the required sale/project in the displayed list box, or by typing in the whole or the beginning of the sale/project name.

5. In the **Sales role** or **Function** field, specify the sales role/function each person has in the sale/project. Click the arrow to display a list of predefined alternatives to choose from.

6. Click **Save**.

## Troubleshooting

* **Missing person:** If a person is not listed, [create the contact][3] first.

* **Missing roles:** Available [functions][5] are defined in Settings and maintenance.

## Tips

* **Add comments**

  If a comment is added, a paperclip (<i class="ph ph-paperclip" aria-hidden="true" />) will appear next to the **Project member information** column in the **Project members** tab. Hover over the paperclip to see the comment tooltip.

[1]: ../../../search-options/learn/find-screen

[3]: ../../../contact/learn/create

[5]: ../../../admin/lists/update-items

[img5]: /media/loc/en/project/add-project-member-from-history.png

[img6]: /media/loc/en/project/add-project-member-from-group.png

[img7]: /media/loc/en/project/add-project-member-from-company.png

[img8]: /media/loc/en/project/set-project-member-function.png


## Related topics

- [Add Project Members](/en/api/reference/restful/agent/project_agent/add-project-members.md)
- [Update project](/en/mobile/project/update.md)
- [Projects tab](/en/learn/section-tabs/projects-tab.md)
- [Project members](/en/automation/crmscript/howto/project/members.md)
- [SuperOffice.WebApi.Data.Project AddProjectMembersRequest](/en/api/reference/webapi/SuperOffice.WebApi.Data.Project_AddProjectMembersRequest.md)
- [NSProjectAgent](/en/automation/crmscript/reference/CRMScript.NetServer.NSProjectAgent.md)
