How to assign or remove users from a project?

There are two ways to assign users to your projects. The first one is during the creation of your new project, and the other is by assigning users to an existing project.

Assigning Users to a Project During Its Creation

When you create a new project, you can assign users to it.

By default, the user who created a new project will be automatically assigned to it. To assign more users, click on your name in the create a new project window. This will display a dropdown containing the names of all active users in the account, organized by roles.

From there, select the users you want to assign to the project using the checkboxes next to their names (you can also remove yourself from the assigned users by unchecking your name if you want*).

Once you've assigned all users you need for the project, click Create project. Your new project will be created, and the users you've selected are now assigned to it. They will now be able to participate in the project's activities.

*Note that if you remove yourself from the project, you won't be able to participate in the workflow of the content items in this project. If you need to be able to assign yourself as a writer, editor, reviewer, etc., you may wish to leave yourself assigned to the project. You can also add or remove yourself later on as long as you still have the manage projects permission.

Assigning Users to an Existing Project

There are two ways to assign users to an existing project. One is via the project team widget in the project dashboard, and the other is through the project settings.

Via Project Team Widget

In the dashboard of the project where you want to assign users, click Manage team in the project team widget. In the modal that will appear, select the users you want to assign to the project and click save changes. The newly assigned users, along with other project managers and admins (depending on their permissions and email settings), will receive an email notifcation about this event.

Via Project Settings

Select the project you want to assign users to via the project dropdown (#1) and then go to the Dashboard (#2) and click Project Settings (#3) located around the top right corner of the page.

On the project settings page, you will see the Assigned Users section.

Click on the dropdown and it will display a list of all active users in your account. Select the users you want to assign to the project and click Save Settings. Like with the earlier method, the newly assigned users, along with other project managers and admins (depending on their permissions and email settings), will receive an email notifcation about this event.

Removing Users from a Project

To remove a user from a project, all you have to do is uncheck their name from the user selection dropdown in the project settings page or from the project team widget in the project dashboard.

Now, why don't you learn how to create new projects next? Or check out this article about permissions.