Manage Access to a Project

1. Navigate to the project.

2. On the project sidebar menu, choose People.

3. Click Add participants and choose a person or team from the drop-down list:

   

4. Choose what role the participant should have in the project:

   

   You can't choose a different role for an External user (Collaborator or Guest), but you can grant such users additional project permissions on an individual basis.

5. When you're done adding participants, click Save.

   All project participants are listed on the page. The filters above the list show the roles used in the projects and the number of participants in each role:

   

   Click on a filter to see only participants with the respective role. Click again to disable the filter and see the full list.

1. Navigate to the project.

2. On the project sidebar menu, choose People.

3. Find a person or team you want to remove using the Search by name field, or click on a corresponding role on top of the list to filter it.

4. Delete a participant from the list:

   

To edit Roles

1. Navigate to the project.

2. On the project sidebar menu, choose Settings.

3. On the Project Settings page, go to the Access tab.

   The Access page will be displayed.

4. On the left pane, choose the Role that you want to edit and click Edit permissions:

   

5. Enable or disable permissions for the selected Role. Make sure you scroll down the list to view all available permissions:

   

6. Click Save when done.

To create a custom Role

1. Navigate to the project.

2. On the project sidebar menu, choose Settings.

3. On the Project Settings page, go to the Access tab.

   The Access page will be displayed.

4. Click New Role:

   

5. The new Role will be listed on the left pane under Custom Roles:

   

6. Optionally, edit the new role's name. Instead of a generic "custom role" you can give it a more descriptive name depending on the permission set you're going to grant it, e.g. "Privileged Member".

7. Click Edit permissions and select the permissions that you want included in this Role. Make sure you scroll down the list to view all available permissions::

   

8. Click Save when done.

To assign a custom Role to participants

1. Navigate to the project.

2. On the project sidebar menu, choose People.

3. To assign the custom role to a new participant, first add the participant to the project.

   Locate the participant on the list then choose the custom role from the drop-down menu:

   

Add an External user to the project

1. Navigate to the project.

2. On the project sidebar menu, choose People.

3. Click Add participants and choose the person you want to add from the drop-down list:

   

4. Click Save.

   The external user will be added to your project and granted the default permissions. You can grant that user additional permissions from the selection limited by the user's role (Collaborator or Guest).

Edit permissions for an External user

1. Navigate to the project.

2. On the project sidebar menu, choose People.

3. Locate the External user which permissions you want to edit (grant or revoke) and click Guest or External collaborator next to that user.

   

4. Scroll down the list to see all permissions. Add or remove permissions using checkboxes.

   

5. Click Save when done.