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Manage Project Template Members

Project template members can create projects from this template and contribute to its content.

In this topic, you'll learn how to:

Add Project Template Members

  1. In a project template, click Template members in the left navigation.

  2. Click Add template members.

  3. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

    Note: 100 members can be added at once.

    Add template members

  4. Select a Company or Role for the members. Learn more about Companies and Roles.

  5. Choose the access level for the members for this template:

    • Project Members: Can view the contents of the template
    • Project Administrators: Can edit the template contents
  6. Select which products they can access within the template.

  7. Click Add template members.

Edit and Remove Project Template Members

  1. In a project template, click Template members in the left navigation.

  2. Click a member in the list.

  3. Make the desired edits in the panel.

  4. To remove, click More menu icon at the top right of the panel and select Remove member. Confirm your selection in the pop-up window.

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