Managing Project Access

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This allows access to change it from inside the project without having to navigate to the System Settings.

Adding user access

To Add user access to a project, go to the selected  Projects page Team Add user access.

(You can turn Private access on or off and grant access to individual users.)

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Which will open the Add user access to project dialog, enabling you to choose and add a User to the project, using the drop-down menus.

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Please note: The roles available on the specific project are dependent on what user role(s) have been assigned to the user in the System Settings.

Assigning a role to a specific user:

  1. Go to System settings > Resources > Users and Groups and click the Edit/pencil icon before the selected user profile image, opening a user profile dialog.

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2. Click the Edit user roles button in the lower-left corner, opening a new window.

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3. In the new window, select the role from the Roles drop-down menu and click Add.

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Removing user access

When access to a project is no longer required for a user, it can be removed.

Remove access with the Remove user access button found above the list of users or to the left of the user.

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The Project access page is visible for projects with both private and open access. It can be used to grant or revoke user access to the project.
If a project has open access and the user in question has a role valid for all open projects, then you cannot remove their access.

Extra

Important project permissions:

  • Manage user access to project - This role permission controls whether or not a user can give access to other users on a project.

  • Update project - This role permission controls whether or not a user can update a project.

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  • You can access these role settings from the System settings > Security > Roles page.

 

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