Before you start adding users to your project and subprojects, be sure to set up User Groups and permissions.
Project roles
All roles access on the app is limited by App Permissions. In order to grant the correct access on the web, you need to understand the three different roles within a project:
- Project User - Gives access to all registrations within the granted subprojects
- Project Admin - Access to user admin, settings and all registrations in the project
Add an existing user to the project
- Click "Users" within Project settings
- In the list, checkmark the user that you want to add
- Is the user missing? Jump to Create an user
- Assign User Group(s)
- The user will then inherit App permissions, subproject access, notifications, and automatic reports from the group.
Create a user
If you have a user that is not in the account yet, add it in the steps:
- Click "Users" within Project settings
- Click "Create and invite"
- Complete the registration
If the email already exists, you can invite this user from an external account:
Invite user from another account
Often users exists in other accounts, simply add it via the "Invite user" button and enter the user's email. Done.
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