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Add a Party to a Project

πŸ“Œ Issue/Question: How to add a party to a project within Trustlayer.

Updated over a week ago

Quick Answer

βœ”οΈ You can add a party to a project by navigating through the parties drawer, the projects drawer, or by using the three ellipses in the party's details.


Step-by-Step Instructions

1️⃣ Step 1: Navigate to the Parties Drawer – Make sure you're in the correct workspace to see all your available parties.

2️⃣ Step 2: Add Party via the Parties Drawer – In the parties drawer, click on "Projects," then select "Add to Project" and choose the desired project from the list.

3️⃣ Step 3: Add Party via Party Details – From the party's screen, click the three ellipses and select "Add to Project." Then, search and select the project you want to assign the party to.

4️⃣ Step 4: Add Party from Projects Drawer – Alternatively, go to the projects drawer, select the project, click the cog icon, and search for parties to add.


Troubleshooting & FAQs

πŸ’‘ Common Issue 1: The party I want to add is already assigned to a project. β†’ Solution: You can still add the party to another project by following the same steps.

πŸ’‘ Common Issue 2: I can’t find the project to add the party. β†’ Solution: Ensure you're searching within the correct workspace and that the project exists.


Additional Resources

πŸ“š Related Articles:

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