Depending on your user role, you may have the ability to view and edit users with access to the project and/or account. This empowers you to ensure that users have appropriate access to the relevant projects.
- Project admins have the ability to view and edit users with access to the Project.
- Account admins have the ability to view and edit users with access to the Account and associated Projects.
How to enable/disable access to a project
- Navigate to 'Project Settings' or 'Account Settings' based on your permission levels.
- Utilise the user search bar to locate the user by name and click the notes icon next to the desired user.
- Enable or disable access by toggling the access enable switch. If a user has access, the toggle will appear blue. If access is disabled, the toggle will appear grey.
- Click 'OK'.
The user will receive an email to update them that their permissions have been updated.
How to change user roles
- Navigate to 'Project Settings' or 'Account Settings' based on your permission levels
- Utilise the user search bar to locate the user by name and click the notes icon next to the desired user.
- To change the user role, click the role dropdown and select the required user role
- Click 'Ok'
The user will receive an email to update them that their user roles have been updated.