Team users

Team users

A team user is someone who will have access to all the projects in the team (i.e. Portal) based on the assigned role.

Add a user

  1. Navigate to  .
  2. Select All Users in the left panel.
  3. Click + User in the upper-right corner.
  4. Enter the User Email, select the User Role, and move projects from Available Project(s) to Assigned Project(s).
  5. Click Add.

Edit a user

You can edit the roles of the user in your team if required. 
  1. Navigate to  .
  2. Select All Users in the left panel.
  3. Click  in the upper-right corner.
  4. Click Details to view the details of the user.
  5. Select the role and update it.

Delete a user

  1. Navigate to  .
  2. Select All Users in the left panel.
  3. Click  in the upper-right corner.
  4. Select Delete.
  5. Enable Notify via email to send email to the particular user.
  6. Click Delete.

Search for a user

To search for users across the projects in your team:
  1. Click the drop down in the upper-right corner.
  2. Select All Users in the left panel.
  3. Hover over the All Users drop down at the top of the page.
  4. Type the user name in the Search by User field.
  5. Search for the user by:
    • All - View all the users in the Team.
    • Admin - View all the Admins.
    • Manager - View all the managers.
    • Member - View all the members in the Team.
  • All the users will have the same role across the projects in the team.
  • A manager can only add a manager or member to their project.
  • While editing an user role, the manager can only re-invite the user to the team.

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