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The Manage Colleagues page lets you add and remove colleagues across multiple projects at once
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You must have the Organisation Admin role to access the Manage Colleagues page |
Steps
Select More in the top menu
Select Control Panel
You arrive on your Control Panel
Select the red Manage Colleagues button under the People section to change people’s roles and add new colleagues
You arrive on the Manage Colleagues page
There is a column called Organisation which lets you give each user an Organisation-level role. This is optional. The options are:
Organisation Admin
Project Creator
Organisation Member
There is a column for each project within your organisation. You can assign a project-level role to each user. The options are
Project Manager (administrative)
Project Reporter (read & write)
Project Observer (read only)
Assign roles
Press Save Changes