Bringing your team into TaskSession is one of the first and most important steps to get your projects running smoothly. Once your team is added, everyone can collaborate, manage tasks, and stay updated in one place.
Let’s walk through the process step by step.
Step 1: Go to User Management
After logging into your TaskSession dashboard:
- Look at the main menu
- Click on User Management (or Users section)
This is where you can view all existing users and manage access.
Step 2: Click on “Add New User”
Inside the User Management section:
- Click the Add New User button
- A form will open where you can enter user details
Step 3: Enter User Details
Fill in the required information:
- Full Name
- Email Address
- Password (or auto-generate if available)
Make sure the email is correct — this is how the user will log in.
Step 4: Assign Role & Permissions
Now choose what level of access the user should have.
Common roles include:
- Admin – Full access to everything
- Staff / Team Member – Can work on assigned projects and tasks
- Client – Limited access (only their projects)
You can also customize permissions depending on your system setup.
Step 5: Save and Send Access
- Click Save or Create User
- The user will now be added to your system
You can manually share login details or the system may send an email (if configured).
Step 6: Assign Them to Projects
After adding the user:
- Go to any project
- Add them as a team member
This ensures they can start working immediately.
Best Practices for Managing Team Members
To keep your workflow clean and secure:
- Only give admin access to trusted users
- Assign users only to relevant projects
- Regularly review user permissions
- Remove inactive users to maintain security
What Happens Next?
Once invited, your team members can:
- Access assigned projects
- Create and manage tasks
- Chat with team and clients
- Upload files and collaborate
Everything stays organized in one place — no more scattered communication.
Need Help?
If your team member can’t log in or access projects:
- Double-check their email and password
- Make sure they are assigned to a project
- Review their role permissions
