Manage Project Users
Managing Project Users
As an Account Owner or Company Admin, you can add, remove or change the role of users inside projects owned by your account.
Note
Bulk operations for removing users is not supported.
Any changes made to project users will show up as an activity in the project activity feed
Add Users to a Project
The add users to a project
From the Account Admin Dashboard, navigate to the Projects page.
Click on the desired project to open the detail panel.
Click Add users to project button.
The invitation dialog will openAdd the desired user.
You can choose to add them to a group and assign the appropriate role.Click Invite.
Remove a User from a 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 page.
Click on the desired project to open the detail panel.
Find the desired user in the project users list.
Click the overflow menu button.
Select Remove user.
A confirmation dialog will open confirming you wish to remove the user. Click Remove.
Change a Project User's Role
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 page.
Click on the desired project to open the detail panel.
Find the desired user in the project users list.
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: Project Users Listing