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Project Members
Note
Master or higher users can manage project user permissions.
This includes granting access to other users, changing permissions for users with access to the project, or deleting permissions so that users can no longer access the project.
Getting Started with Project Members
To start using project members, follow these steps:
- Main page, click the Project card. Move to the Project Dashboard page.
- Click the Members menu in the left menu. The Members screen appears.
Adding Project Members
To add members to a project, follow these steps:
- Click the Add button in the Members list. The Add Member popup window opens.
- In the Add Member popup window, complete the settings and click the Confirm button to complete adding the project member.
| Item | Description |
|---|---|
| User Tab | Search by email and add as a member by clicking the Add button. |
| Project Tab | Select if you want to add all members of another project as members of the current project. |
| Add Member | Click the user you want to add as a project member to add. |
| Permission Settings | Set the role to be assigned to the member.
|
| Member Delete | Delete from the project member by clicking the X icon. |
Table. Project Member Addition Screen Items
Note
Refer to Project Roles and Permissions for project role-based permissions.
Changing Project Member Roles
To change the role of a project member, follow these steps:
- In the Members list, check the user you want to change the role for.
- Select the user’s Project Role from the list. It is saved and changed to the corresponding user’s project role as soon as it is selected.
Deleting Project Members
To delete a member from a project, follow these steps:
- In the Members list, select the checkbox of the user you want to delete.
- Click the Delete button above the Members list to delete the selected user from the project member.