The Project Roles page (1) is accessible from within a Project, here you will find a list of all Project Roles (2) (used and unused) and any exceptions that have been added for the specific Project. The set of permissions assigned to each role can be viewed in the permissions section (3), any users with the role assigned can be seen in the Users list (4). Project Role permissions are defined at the company level within Company Settings > Roles and Permissions and cannot be modified from inside a project.
Add Users/ Teams
- Click the Add button (1), a side sheet will appear.
- From the Add users or team side sheet, click the drop down (2) to display a selection list. The list contains sections for Teams, users with existing account, users with pending invitations and users who's pending invitations were not accepted in time. Select one or more teams/users from the dropdown to add them to the list. For each user click the Role dropdown (2) to set the Role they will be assigned. Click add the Add button (3) to add the users.
💡Note: To add users to Teams visit the teams page under company settings > user management
Removing Users or Teams from Closed Projects
To remove a user or teams access to a closed project, click the X button next to the user or team.
Editing Project Roles for Admin / View only Admin
Admins: Project role can be switched to view-only admin by clicking on the 3 dots menu and select to "Switch to View- Only Admin" option (1). The reverse is also possible, View Only Admins can be switched to Admin by clicking on the 3 dots menu and select to "Switch to Admin" option, not pictured.
Edit Project Type
Step-by-Step Instructions:
1. Click on "Change to Org-wide Project" button (1) above the Project Roles and Permissions.
2. In the pop-up that appears, check the box (1) to keep invited users as user exceptions.
3. Click "Yes, Switch to Org-wide Project" (2) to confirm changes, and the project will switch.
💡Note: User exception box is checked by default.
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