This guide explains how to manage user access within a project from the Access section of the Project Editor. It includes instructions for assigning roles to users, filtering users and roles, editing assigned roles, and removing users from a project.
how to assign a role to a user in a project
To assign a role to a user within a project:
1. In the Access section of the Contextual Menu, click + ASSIGN USER.
2. In the User Name field, select a user.
3. Verify that the Email matches the selected user (no editing is required).
4. In the Roles field, select the role(s) to assign.
5. Click ASSIGN USER.
The selected user and role(s) will be assigned to the current project.
how to filter by users
To filter users associated with a project:
1. Click the Filter Users field.
2. Enter the user name.
Users that match the entered value will appear in the Access table.
how to filter by roles
To filter users by role:
1. Click the Roles dropdown menu.
2. Select a Role.
Users that match the selected role will appear in the Access table.
how to edit the roles of a user in a project
To edit the roles assigned to a user:
1. In the Access table, locate the user in the First Name column.
2. Click the user's name.
3. In the Roles field, select new roles from the dropdown menu or remove existing roles by clicking the X icon.
4. Click SAVE.
The updated roles will apply to the user within the project.
how to unassign a user from a project
To remove a user from a project:
1. In the Access table, locate the user in the First Name column.
2. Click the user's name.
3. Click UNASSIGN FROM PROJECT.
4. Click YES, UPDATE to confirm.
The user will be removed from the Access table and will no longer have access to the project.