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User management

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To add or remove a user to a project, you need to be the owner or manager of the project. If you are the owner or manager, follow these steps to manage users in the project.

Steps to add a user to a project:​

  1. Go to the project dashboard - Go to the project dashboard, where you can see all your projects and project you are part of.
  2. Click on the project - Click on the project you want to add a user to.
  3. Click on project details - Click on the project details button in the upper section of project sidebar. New modal window will appear.
  4. Click on the "Manage project access" button - You will be redirected to the project access management page.
  5. Here you can see all users that are part of the project - You can see all users that are part of the project and their roles.
  6. You have two options to add a user to the project:
    • Assign user, who already has an account - Enter the email of the user you want to add to the project. Then select the role you want to assign to the user. Click on the "Add to project" button.
    • Create new user for project - If the user you want to add to the project doesn't have an account yet, you can create a new user for the project. Enter name, email and password of the user you want to add to the project. Then select the role you want to assign to the user. Click on the "Save user" button. The user will receive an email with a link to active his account. After the user activates his account, he will be added to the project. We also recommend the user to change his password after the first login.

Steps to remove a user from a project:​

  1. Go to the project dashboard - Go to the project dashboard, where you can see all your projects and project you are part of.
  2. Click on the project - Click on the project you want to remove a user from.
  3. Click on project details - Click on the project details button in the upper section of project sidebar. New modal window will appear.
  4. Click on the "Manage project access" button - You will be redirected to the project access management page.
  5. Here you can see all users that are part of the project - You can see all users that are part of the project and their roles.
  6. Find the user you want to remove from project - Find the user you want to remove from the project and click on the "Trash" icon in the actions column of the user row. The user will be removed from the project immediately.