Project Users
UI: Project Users
Deep link: ?settings=project§ion=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
| Control | Function |
|---|---|
| New | Add user |
| Delete | Remove selected |
| Assign Batch | Assign role/team in batch |
| Actions | Actions menu |
User / Form Fields
| Control | Function |
|---|---|
| First name · Last name · Email · Phone | Identity |
| Company · Company role | Company |
| Project role / Select role | Project role |
| Teams / No team | Teams |
| Active | Status |
Errors
Error loading / toggling / removing / adding / updating project users.
How to Use
- Project Settings → Project Users.
- New → fill in → save.
- Edit role/teams; use Assign Batch for batches.
Links
Tips / Common Errors
- Without an adequate Project role, the user can log in but not see modules.
Was this article helpful?