Layout and Settings
The Users & Roles options enable you to add, remove, and modify users from project teams and give you the tools to assign and manage roles for the project team members. The user list is searchable and can be filtered.
The Manage Project Team Members page consists of a tool bar for managing team members, menus for selecting team member roles, and a list of all team members and their roles in the project. For example,
Setting | Description | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Modify Role(s) | Used to change the role of the selected user(s). Opens the Assign to Role dialog where you can move Available Roles to the Role(s) to be Assigned group. When you make a change, the Modify Role(s) button is activated. Click it to complete. | ||||||||||||
Remove | Removes the selected user(s). A warning dialog opens prompting you to Remove the user(s). | ||||||||||||
Search Users | Searches for users by typing their names or email addresses. The list updates as you enter names in the search field. | ||||||||||||
Manage Roles | Opens the Project Role Management page. Here, you are presented with detailed role access and services permission settings. | ||||||||||||
Add User(s) | Adds users to the project from a pool of registered
users. Opens the Add Team Member(s) dialog. Search for users by name or email
and add them to your project team. The dialog responds with a list of users
found that match the search criteria. Select a user to add and press
.
The dialog expands with the added user information. This is where you set the new user Role. Enter a Project invite message, and click . |
||||||||||||
Import Users | Imports user(s) from a
*.csv file.
Browse for a correct file to import users
from.
Note: The import
file must be formatted correctly. Click
Download Sample File to get a file that
you can save as your import file.
Opens the Upload Team Members dialog where you can setup a bulk notifications. Click Submit when you are ready to send the notifications. |
||||||||||||
Manage Access and Billing | Manages project access and billing settings.
|