How do I set default projects for new users in Teamwork.com?
When you choose to set a default project, any new users will be added to that project based on the conditions you set which are covered below.
Click on your profile icon in the top right corner of your site, and select Settings from the pop-out menu.
Note: Only a site owner or site admin can access the site settings above.
In the settings area, go to the Templates tab.
In the Templates section, you will have an option for Default Projects, where you can edit which projects new users are added to for both the owner company and external companies.
You can set a default list of projects for users added to the owner company, and for users added to external companies.
Default Options:
- Not a default: New users will not be automatically added to these projects.
- Owner company: New users in the owner company will be added to these projects.
- Any company: All new users be they owner or external companies will be added to these projects.
You can also use the search field here to find particular projects.
Once you have set the defaults for each company/project, click Finished to apply your changes.
Frequently asked questions
Who can set default projects?
A site owner or site administrator.
Are existing users added to default projects?
No. Default projects apply to new users as they're added.
Can I search for a project in the default projects list?
Yes. Use the search field to find particular projects.
For more information see: Using Templates and Default Settings for Your Site