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Manage people in legacy projects

Note: this topic describes how to work with legacy Fusion projects: Open, Closed, and Secret. These have been superseded by Folder-Level projects, which are described in Manage people in projects. You can no longer create legacy projects. If you have any legacy projects, consider upgrading them to Folder-Level projects.

Project Administrators can do the following to manage legacy project members:

  • Invite people to the project
  • Accept requests to join the project
  • Change a project member's role to Viewer or Editor
  • Assign Project Administrator role to Project Members who are hub Members
  • Remove Project Members including Project Administrators from the project
Note: Project Administrators cannot remove or change the legacy project owner's role.

Invite people to legacy projects

Membership in legacy projects may be subject to Project Administrator or Team Administrator approvals. Outcomes of invites to Open, Closed, and Secret projects depend on hub and project settings.

Although, the procedure to invite people to legacy projects is standard across different types of projects, the outcomes of an invite depend on the following factors:

  • Type of legacy project (Open OR Closed/Secret)
  • Team Role of the Project Member who sends the invitation (Project Admin, Team Member, or Project Contributor)
  • Type of user being invited (Team Member, Project Contributor, or unregistered user)
  • Team settings on Project Contributors (allowed or not)
  • Project settings on Project Contributors (allowed or not)
Note: If you get a message that an invitation failed, check with your Project Administrator or Team Administrator.

From the Fusion Data Panel:

Note: Fusion is gradually being updated with the Home tab, a new way of navigating around Fusion that replaces the Data Panel. The next time you start Fusion, check to see if you have access to it yet. See Home tab.

  1. To invite other people to a legacy project, in the upper part of the Data Panel click the People tab.

    data and people tabs

  2. Enter an email address of another Fusion user who you would like to have access. Once added, the user will receive an email notifying him or her of their addition.

  3. Click Invite.

A list of people invited to a legacy project is displayed in the Data Panel. The moderator of the legacy project (the person who originally created the project) is marked with a green start moderator icon icon, and a "Moderator" title.

invite list

From the Fusion web client:

  1. Open a legacy project in the Fusion web client.

  2. Click the Project Members tab.

    Project members tab

  3. Click Invite

  4. Enter email address(es).

  5. Select the Role for the invitee(s).

  6. Click Send Invitations.

invite people to a project

Note: To invite more than one person at a time with the same Role, press Enter after entering each email id or separate email ids using commas.

The invitee will receive an email to accept. After they accept, the project will appear in their Data Panel in Fusion.

Invited members can also invite other people to work on a legacy project, the moderator must give an approval to the invited people. While inviting people to a legacy project, project members can specify a role for invitees. Invitees can be assigned the same or lower role as the legacy project member.

Example: A legacy project member who is an editor can invite users as editors or viewers.

Manage legacy project roles

Everyone in a legacy project is a project member.

A legacy project member's role is unique to each project. For example, a user can be a Viewer in one legacy project and an Editor in another legacy project.

There are three roles available within legacy projects:

  • Project Administrator
  • Editor
  • Viewer

The person who created a legacy project is the owner of the project and the default Project Administrator. They cannot leave the project.

Team Administrators can assign a Project Administrator role to a Team Member within a legacy project or to any member. They can also change a legacy project member's role to Editor or Viewer.

If a project owner and sole Project Administrator of a legacy project leaves the organization, the Team Administrator must assign a Project Administrator for the project.

Change a Team Member's legacy project role using the Fusion web client:

  1. Open the legacy project in the Fusion web client.
  2. Click the Project Members tab.
  3. Click the drop-down button in the role column.
  4. Select from available roles.

Manage requests to join legacy projects

Team Members can request to join Closed projects. Requests are shown in Alerts as well as the Project Members area.

From Alerts in the Fusion web client:

  1. Click Alerts.
  2. Click Approve or Reject.

From within the legacy Project Members area:

  1. Open the legacy project.

  2. In the Project Members area, click the pending approval notification.

    manage join request

  3. Click Join Requests.

  4. Click Approve or Reject.

Remove a member from a legacy project

From the Fusion Data Panel:

Note: Fusion is gradually being updated with the Home tab, a new way of navigating around Fusion that replaces the Data Panel. The next time you start Fusion, check to see if you have access to it yet. See Home tab.
  1. In the People tab of an active legacy project, hover over the project member icon icon, which changes to Remove.
  2. Click Remove.

From the Fusion web client:

  1. Open the legacy project in the Fusion web client.
  2. In the Project Members area, click View and Manage members.
  3. To remove a legacy project member, click Delete.
Note: Only a moderator can remove members from a legacy project.
Parent page: Projects

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