Project Settings Users Tab

The Project Settings Users Tab allows you to review the users associated with a project. Users with sufficient permissions can also invite users to the project from the Project Settings Users Tab.

Project Settings Users Tab

Project Settings Users Tab functions

Field

Function

Name

Displays the full name of the user and email of the user. Names are not mandatory during registration. The NAME column only displays if the name value is completed during registration by a given user.

Groups(s)

Displays each of the Project groups that the user is a member of. If a user is a member of a group at the organization level and another group at the project level, only project groups display within this view.

Invitation Status

Displays the current invitation status for a user with the following statuses: 

  • Accepted - User has received the email and registered ,

  • Pending - User has received the email but did not register yet. When an invite is pending, an Administrator can resend the invite.

+ Invite user(s)

Opens the Invite user(s) window to allow users with sufficient permissions to invite new users.

Procedures

Inviting Users to a Project

Users with sufficient permissions can invite additional users to the project via e-mail.

Users can only be invited once within the same scope(application, organization, project.) For example, if an administrator wishes to invite a user with a different access level to the same scope (same project, same application, same organization). Instead, they you should add the user to a different permissions group via the Permissions tab.

Example 1: The Organization Administrator has invited Jean Yannick as a project owner to project ABC, and the invitation status is pending. If they invite Jean Yannick again as a Project contributor within the same project ABC , the invitation fails to send because Jean Yannick already exists at the project level. They should instead go to Permissions tab and add Jean Yannick to the Project Contributors group.

Example 2: The Organization Administrator has invited Sarra Willson as a project owner to project ABC, and the invitation status is pending or accepted. If they invite Sarra to Project DEF of the same organization, the system successfully sends the invitation because Sarra has been invited to a different project under the same organization.

1. Select the + Invite Users button.

The Invite users window displays.

Inviting a user to the project

When adding user e-mails, separate e-mails via commas, semi-colons, and spaces. The User(s) e-mail list field supports both typed and pasted responses. Use the Enter or Tab key to add additional e-mails to your list.

2. In the User(s) email list field, input the users to be added .
3. In the Language drop-drop menu, select a language for the user.
4. In the Group drop-drop menu, select a group for the user(s).
5. Select the Send invite(s) button.

 

Invite Users Window.

The confirmation message "The users invitations have been sent successfully," displays.

The invited user(s) display in the Users List view as pending.The invited user(s) receive a link with an invitation to register.

Inviting Owners to a project

1. Select the Project settings tab.

2. Select Invite Users.
3. In the Invite Users dialog, in the User(s) e-mail list field, enter the e-mail address of the owner you want to invite.

When adding user e-mails, separate e-mails via commas, semi-colons, and spaces. The User(s) e-mail list field supports both typed and pasted responses. Use the Enter or Tab key to add additional e-mails to your list.

4. In the Language dropdown menu, select the language to use for the invitation.
5. In the Group dropdown menu, select Owners option.
6. Select Send invite(s).

The new user receives an e-mail with a welcome link in it.