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Manage Project Members

Project administrators can manage all project members and their respective properties from the Members tool in Project Administration. Properties include the:

  • Role
  • Access level

Member statuses

There are three member statuses that can appear in the members tools:

  • Active: Members that have been invited and have accessed a product.
  • Invited: An invitation has been sent but they haven't accessed a product yet.
  • Not invited: If a member appears as "Not invited" they have been added to the hub but not invited to any projects. Not invited appears only in Hub Admin.

Add members to a project

  1. Click Members from the left navigation to open the Members tool. The Members tool exists in all products except Insight.

  2. Click Add members.

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

  4. Click Enter to add the members to the member table.

  5. Optionally, if name fields are empty, you can enter the member's first and last name. These will be suggested when they are creating their profile.

  6. Select a Role for each member. The role can be used to quickly apply permissions to members in projects.

  7. Choose the access level for the members.

    • Project member: Members are added as project members with View access unless otherwise defined based on the role.
    • Project administrator: Members are given administrative access to the project, allowing them to access Project Admin.

  8. Choose the Products drop-down list to control what products the members can use, if your project doesn't have products to assign this field can be missing.

  9. Click Send invitations to send email invitations to the members.

Note:

Invitations can expire after seven days.

  • If members have already set up their account and logged into a project, there is no expiration.
  • Administrators can resend the invitation from the more menu .

Edit roles and access levels

  1. From the Members tool, click the member's name in the list of members.

  2. In the member profile on the right, define the member's Role.

  3. Select the member's Access level:

    • Project member
    • Project administrator
Note: Changing a project administrator to a project member removes their access to Project Admin.

Remove members from a project

To remove a member:

  1. From the Members tool, click the member's name in the list of members.

  2. In the member profile on the right, click the More menu and choose Remove member .

    Tip: You can also click the More menu at the end of a person's row in the members list and choose Remove member.

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