project editor — access section

 Access is a default section that allows administrators and authorized users to manage which users and roles have access to a project.

Within this section, users can assign project participants and filter the project access list by user or role.

The section also provides tools to create new project user assignments and modify existing ones. When a user is assigned to a project, their available permissions and capabilities are governed by the roles and permission configurations previously defined by the system administrator.

access the access section

To access the Access section of a project, follow these steps:

1. Open the Cases workspace.
2. Click Projects.
3. In the ALL PROJECTS tab, locate and click the project's name.
The Project Editor will open.
4. In the Contextual Menu, click Access.
The Access section will display.

access section dashboard

The Access section dashboard contains the following components:

+ assign user button

The + ASSIGN USER button allows users to add a new participant to the project.

When selected, the system opens the User Assigner, where the administrator or authorized user defines the project participant and assigns the appropriate role. Multiple roles can be assigned for a single user.

user assigner

The User Assigner is the form used to assign a new user to the project. This form is accessed through the + ASSIGN USER button. Within this form, users can:

• Select or enter the user’s information.
• Verify the user’s email address.
• Assign the appropriate role for the project.

Once the user is assigned, the permissions, role behaviors, and access configurations previously defined by the system administrator will automatically apply.

filter users field

The Filter Users field allows users to quickly locate specific participants within the project access list. To search for a user:

1. Click the Filter Users field.
2. Enter the user's name.
The table will display the matching results.

roles filter

The Roles filter is a dropdown menu that allows users to filter project participants by their assigned role. To filter roles:

1. Click the Roles dropdown menu.
2. Select the desired role.
The Access table will update to display only users associated with the selected role.

access table

The Access Table displays all users who currently have access to the project, along with their associated roles.