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Project Memberships

View a Project Membership​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Projects section.
  3. Click the Project Memberships in the left panel.
  4. Select the project membership you want to view.
  5. Click the View button in the top right panel.
  6. View the user's name, project, tag, email, membership expiration date, restrictions, and added date.

Add Users to Projects via Project Memberships​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Projects section.
  3. Click the Project Memberships in the left panel.
  4. Click the Add users to project(s) button in the top right panel.
  5. In the pop-up, enter the user names, project, expiration date, role, restrictions, and update attempt.
  6. Click Save.

Change Expiration, User Role, and Restrictions in a Project Membership​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Projects section.
  3. Click the Project Memberships in the left panel.
  4. Select the project membership for which you want to change the restrictions.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Edit.
  7. In the pop-up, update the membership expiration date, user role, and restrictions.
  8. Once done, click Save.

Bulk Email Users with Similar Project Memberships​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Projects section.
  3. Click the Project Memberships in the left panel.
  4. Select the project memberships you want to bulk email.
  5. Click the Open Full Menu button in the top right panel.
  6. Select Bulk Email.
  7. In the pop-up, click Copy to copy the emails or click Download to download the emails.
  8. Once done, click Close.

Delete Project Memberships​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Projects section.
  3. Click the Project Memberships in the left panel.
  4. Select the project memberships you want to delete.
  5. Click the Open Full Menu button in the top center panel.
  6. Click Delete.
  7. In the prompt, click Delete Memberships.