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User Details
User Details
Clicking on a user in the table will open the right detail panel, from there you will be able to see the list of projects this user is a member of.
You can perform the following functions
Add the selected user to 1 or more projects
Remove the user from 1 or more projects
Change the user's role in 1 or more projects
User's Project Membership
User's Project Membership
From the user detail panel, you will be able to see the full list of projects (owned by your account) that the selected user is a member of.
The project details include:
Project name
Project ID
User's role within the project
For each project, you will be able to perform the following functions:
Remove the user from the project
Change the user's role in the project
Add more users to the project
Learn more about bulk operation support ›
Remove the User from a Single Project
Remove the User from a Single Project
As an Account Owner or Company Admin, you can remove users from projects owned by your account. There are some exceptions when removing a user will not work:
You cannot remove a project admin if they are the only admin in the project. You must assign the admin role to another user before removing the current admin.
You cannot remove a user if they are the only user in the project.
The remove a user from a project
From the Account Admin Dashboard, navigate to the Projects Users page.
Click on the desired user to open the detail panel.
Find the desired project you want to remove the user from in the projects list.
Click the overflow menu button.
Select Remove from project.
A confirmation dialog will open confirming you wish to remove the user.
Click Remove user.
Change a User's Role in a Single Project
Change a User's Role in a Single Project
As an Account Owner or Company Admin, you can change the role or project users but there is one exception when changing a user will not work:
You cannot change the role of a project admin if they are the only admin in the project. You must assign the admin role to another user before changing the role for the current admin.
The change a user's role in a project
From the Account Admin Dashboard, navigate to the Projects Users page.
Click on the desired user to open the detail panel.
Find the desired project you want to change the user's role in.
Click the overflow menu button.
Select Change role.
A dialog will open which will allow you to select the desired role.
Click Save.
Next Topic: Manage Project Users (Bulk Operations)
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