How to assign or remove users from a project?
Assigning users to a project can be done in two different ways. The first is during project creation and the other is manually adding users to an existing project.
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Assigning Users to a Project During Its Creation
When you create a new project, you can optionally assign users to it. The user creating the new project will automatically be the first person assigned to it.
To add more users, simply click on your name in the create a new project window. This will show dropdown containing he names of all active users in the account, organized by roles. From there, select the users you want to assign to the project by clicking their names. Once you're satisfied, click Create project.
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 new users, click Manage team link located inside the project team widget.
This will bring up the user selection menu. Select the users you want to assign to the project and then click save changes.
Via Project Settings
Select the project you want to add users to via the project selection dropdown (#1) and then once you're inside the project's dashboard, go to Configuration (#2) and then to Project Settings (#3).
On the project settings page, you will see the Assigned Users section, which is just below the Delete Project button.
The names of currently assigned users are displayed here. Click on that and it will bring up a list of all active users in your account.
Select the users you want to assign to the project from the dropdown. Once you're satisfied, click the green Save Settings button.
Removing Users from a Project
To remove a user from a project, all you have to do is to uncheck their name from the user selection dropdown, which you can access by following the steps above.
All you have to do is to "uncheck" the user you want to remove from the project.
Once you're satisfied, click the Save settings button and you're done!
Now, why don't you learn how to create new projects next?
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- How to create a new template?
- How to edit a brief?
- How to assign or remove users from a project?
- How to delete a project?
- How to rename a project?
- How to create a new project?
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- How to change my profile name?
- How to deactivate a user?
- How to send a message to a team member?
- How to import briefs?
- How to claim a brief?
- How to archive a project?
- How to create and edit tables?
- How to view a content item's HTML source code?