Manage people in projects

Before you start

• It's important to plan ahead and think about the purpose of your project and who will have access. If a project member has access to a folder in a project, they can see the names of all other folders in that project, even if they don’t have permission to see the contents of those folders. If this presents privacy issues, consider using a separate project for sensitive folders. This way, folder names will only be visible to the members of that project. See the section, Names of protected folders can be visible, in Projects.

• By default, a new project is secret. Only you and hub admins have access to a project you create.

  • To give access to other people, you need to invite them to the project.
  • To give access to everyone in the hub, invite the group Everyone to the project. This enables future hub members to have access to the project.

• The maximum number of members for a project is 500. If you feel that the number of members might get close to this, consider consolidating some members into groups. A group counts as only one member in a project.

Invite people to a project

1. In the Fusion web client, navigate to the project you want to invite people to.

   Optional: If you want to invite members to a specific folder in the project, navigate to that folder.

2. Click the Members and Permissions tab.

   

3. Click the Add or search members and groups box.

   

4. Select members from the drop-down list, or type in the names, email addresses, or groups of people you want to invite, separated by commas.

   You can enter multiple names. If names match members of the hub, Fusion detects them and populates the box accordingly.

   You can enter email addresses for people who are not already part of the hub. Invitations will be sent to these addresses.

   To give access to everyone in the hub, select Everyone.

5. Click Add or press Enter to create a list of who will be invited.

6. Click a name in the list to open the Focus Panel on the right.

   

7. Under Directly applied role, select the permission level for the new member.

   For information on how permission levels and security work, see Projects.

8. Optional: If this is an individual, under Add to groups, select a group to add the person to.

   For information on groups, see Work with groups in project folders.

9. Repeat the previous two steps for the other names in the list.

   Tip: You can select multiple names in the list and assign the same permission level to them simultaneously in the Focus Panel.

Once permission levels are assigned, the members are added to the project (or project folder, if you selected one in the first step).

Change or remove the role of a project member

1. Go to the project where you want to change a role.

2. If this is applicable to the project as a whole, stay at the top (root) level of the project.

   If this is for a folder within the project, navigate to that folder.

3. Click the Members and Permissions tab.

4. In the list of a members, click the name of the member whose role you want to change.

   The Focus Panel opens on the right.

5. Under Directly applied role, select a permission level for the member.

   If you want to remove all permissions for the member, select No role.

   Note: If you promote someone with Project Contributor access to the role of project admin, they will not be able to create groups or transfer the project.

   For information on how permission levels and security work, see Projects.

Assign permission for project creation

By default, only hub admins can create projects. They can also assign this permission to other members of the hub.

1. In the Fusion web client, click your User Profile in the upper right of the window.
2. Click Admin.
3. Go to the Members tab.
4. In the list of members, click the member you want to enable project creation for.
5. In the panel that opens to the right, under Manage hub access, select Project Creator.