Members

Add member

Add a member to an organization

1. Go to the organization where you want to find the user.

2. Click on the MEMBERS tab.

3. Click on Add member.

4. Type an email.

5. Press enter.

6. Choose a role for the user.

7. Click on the option Add as a member or Add as admin.

This option is possible only if you are the admin of the organization.

Add a member to a project

Sometimes it is much easier to have more people work on the project. You can add as many as you want members and collaborate with them. To do so:

1. Go to the project where you want to add a new member.

2. Click on the Members in the upper right corner.

3. Click on the Add member.

4. Type a name.

5. Select the user from the list that you want to add.

6. Choose a role for the user.

This option is possible only if you are the admin of the organization.

If a user is not a member of the associated organization where the project is created, you cannot add them as a new project member.

Search member

Search members in the organization

1. Go to the organization where you want to find the user.

2. Click on the MEMBERS tab.

3. In the search bar, enter the name.

Search members in the project

1. Go to the project where you want to find a user.

2. Click on the Members in the upper right corner.

3. In the search bar, enter the name.

Assign projects

1. Select the organization.

2. Click on the MEMBERS tab.

3. Search members by the search bar or scroll down the list.

4. Right next to the name of the user click on the menu icon .

5.  Click Assign projects.

6. Choose projects that you want to assign.

7. Click on the CONFIRM button.

This option is possible only if you are the admin of the organization.

Change role

Every user can have the role of Member or Admin.

Change the role of users in the organization

1. Select the organization.

2. Click on the MEMBERS tab.

3. Search members by the search bar or scroll down the list.

4. Right next to the name of the user, click on the menu icon .

5. Click on the Change role.

6. Choose Admin or Member.

7. Click on the CHANGE ROLE button.

This option is possible only if you are the admin of the organization.

Change the role of the user in the project

1. Select the project.

2. Click on the Members at the top of the page.

3. Search members by the search bar or scroll down the list.

4. Right next to the name of the user, click on the menu .

5. Click on the Change role.

6. Choose Admin or Member.

7. Click on the CHANGE ROLE button.

This option is possible only if you are the admin of the organization.

Remove user

Remove user from the organization

If you want to remove the user from the organization, follow these steps:

1. Enter the organization where you want to remove a member.

2. Click on the MEMBERS tab.

3. Search members by the search bar or scroll down the list.

4. Right next to the name of the user, click on the menu icon .

5. Click on the Remove user.

6. Confirm it by clicking on the REMOVE button.

This option is possible only if you are the admin of the organization.

Remove user from the project

1. Enter the project where you want to remove a member.

2. Click on the Members in the upper right corner.

3. Search members by the search bar or scroll down the list.

4. Right next to the name of the user, click on the menu icon .

5. Click on the Remove user.

6. Confirm it by clicking on the REMOVE button.

This option is possible only if you are the admin of the organization.