Add and remove colleagues across multiple projects at once

Owned by Matt Kepple
Last updated: Jan 22, 2024
2 min read

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

You must have the Organisation Admin role to access the Manage Colleagues page

You can alternatively add a user to (or remove a user from) a project using the Edit Project page.

  • This can be done by Project Managers or Organisation Admins

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. Use the dropdown list in the Organisation column to assign organisation-level permissions. The options are:

    1. Organisation Admin - they can edit every setting on your organisation’s account

    2. Project Creator - they can create new projects but cannot edit every organisation-level setting

    3. Organisation Member - they have read-only access to organisation content

  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 - they can edit every setting on that specific project

    2. Project Reporter - the standard access level for someone who works on a project

    3. Project Observer - they have read-only access to project content

  8. Use the dropdown lists to assign roles to each user

  9. Scroll to the bottom of the page and press the Save Changes button

  10. You arrive on the View Colleagues page

Troubleshooting