Manage Project Team Members

Introduction

Configuring project users involves a series of steps from:

Step 1: Creating a space

Step 2: Adding users in the space

Step 3: Creating project groups

Step 4: Specifying Module Access and Configuring permissions within groups

Step 5: Linking Groups to a Space

Create a Space

Onboard users participating in a project within the project "Space".

You can create as many spaces independent to each vendor and monitor these spaces during project execution.

Navigate to Project setting and select the space you want to add user(s) to.

Search Users and Send an Invite to Participate in the Project

Click the Add New button on the Space page, search by keying in the name and invite to join the project.

Specify Privilege to Reset Password and Deactivate Users

You can specify extra privileges(Power User) to the project participant to reset password or deactivate users during project execution.

On the Space page, from the Admin field, select the user to who you want to grant the privilege and save.

Specify Module Access and Configure Permissions within Groups

PME users can create different groups at project-level as per business need and define what users can access and do within the project group. 

Navigate to Project setting and select the Group you want to create and add user(s) to OR create a new group and add users to it.

Also define permissions to access the  standard modules, custom modules, and configuration.

Link Groups to Space

You can specify users to a project space using one of the approaches:

Approach 1: Add users directly within the space.

Approach 2: Create a Group with users and link this group to a space

Deactivate Users

PME can also deactivate a user instead of removing them from the project. The username remains in the system in an inactive state.

From the Space Users List View, click the Deactivate button that appears beside the "Active" status label for the relevant user and provide your confirmation in the message that appears next.

The Status of the user changes from Active to Inactive.

Remove Users from the Project

Select the relevant user from the list by clicking the checkbox. Delete button displays. Next, click the Delete button and provide your confirmation in the message that appears next.

Restore Deleted Users

Click on the Activate button corresponding to the relevant user to restore the status of the user to Active.

Reset Password

PME can reset the password for users who've forgotten the password from the Space Users List View. 

Click the Reset Password button that appears beside the Group name and provide your confirmation in the message that appears next.

Related Tasks

Create User Groups and Set Access Permission