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Project Users

UI: Project Users
Deep link: ?settings=project&section=project-users
Audience: Project admins

Purpose

Manage project users: add, edit role/team/company, activate/deactivate, remove, assign batch.

Relevance

Defines who accesses the project and with which Project role / Teams. Without correct users, permissions and assignees fail.

Example of use

The admin New, invites via email, chooses Project role and Teams, then Assign Batch for several users with the same role.

Who can use it

Project Settings users.

Screen Anatomy

  • Title Project Users + description.
  • Toolbar New / Delete / Assign Batch / Actions.
  • Users table (name, email, company, role, teams, active).

Options and Fields

Toolbar

ControlFunction
NewAdd user
DeleteRemove selected
Assign BatchAssign role/team in batch
ActionsActions menu

User / Form Fields

ControlFunction
First name · Last name · Email · PhoneIdentity
Company · Company roleCompany
Project role / Select roleProject role
Teams / No teamTeams
ActiveStatus

Errors

Error loading / toggling / removing / adding / updating project users.

How to Use

  1. Project SettingsProject Users.
  2. New → fill in → save.
  3. Edit role/teams; use Assign Batch for batches.

Tips / Common Errors

  • Without an adequate Project role, the user can log in but not see modules.

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