The Manage Colleagues page lets you add and remove colleagues across multiple projects at once

Steps

1. Select More in the top menu

2. Select Control Panel

   

3. You arrive on your Control Panel

4. Select the red Manage Colleagues button under the People section to change people’s roles and add new colleagues

5. You arrive on the Manage Colleagues page

   

6. There is a column called Organisation which lets you give each user an Organisation-level role. This is optional. The options are:

   1. Organisation Admin

   2. Project Creator

   3. Organisation Member

7. There is a column for each project within your organisation. You can assign a project-level role to each user. The options are

   1. Project Manager (administrative)

   2. Project Reporter (read & write)

   3. Project Observer (read only)

8. Assign roles

9. Press Save Changes

Troubleshooting

• I added a new user but they have not appeared on the Colleagues page