Skip to main content
Pricing
Sign InBook a Demo

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, batch assign.

Relevance

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

Usage example

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

Who can use it

Project Settings users.

Screen anatomy

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

Options and fields

Toolbar

ControlFunction
NewAdd user
DeleteRemove selected
Assign BatchBatch assign role/team
ActionsActions menu

User fields / form

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 Settings → Project 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 enter but not see modules.

Was this article helpful?

Back to Project Settings