How to change organization and project roles

Changing your team member’s roles per project and organization allows you to choose what access level they have on each of your organizations or projects. Please note that organization owners and managers only need to be a member of a project if they want to track time to said project, they have access to all projects and users by default. To configure users to different roles, please follow these instructions:

Step 1

You can change the organization and project role by navigating to your “Members” page. Make sure you have selected the correct organization on the top right corner of the page.

Step 2

You will see the “Role” column. Selecting a role from the Role drop-down allows you to change the user’s role at the organization level.

Now to change the role on the project level click “edit” on the “Projects” column.

  1. Organization roles apply to all projects in the organization.
  2. Project roles are what you want to edit if you want different permissions on different projects. Click the edit button to change a member’s project roles.

Changing Project Roles from the Projects Page

Step 1

Project roles can also be changed from the “Projects” page. Simply click on “Projects” on the left menu, then click the project that you want to edit the user roles for.

Step 2

After clicking on a project name, the project page will open, and you can modify individual user roles by selecting their project role from the Role dropdown, or click on Edit members.

Step 3

Next, you will see a dialogue where you should be able to assign/re-assign members to the project and change their roles. You are allowed to type the member’s name in the text boxes, select/deselect all, click the “x” next to a member to remove project membership and even drag & drop the members across the different roles. Here’s what the “Edit Project Memberships” dialogue looks like.

You can set managers on the project, users on the project, and viewers on the project.

For more information about user permissions, please click here.

 

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