tiCrypt 2.18.1

Project Memberships

Prerequisites

User Role:

Sub-admin, Admin

Permission Requirements

• Projects
  • View projects they are a member of
  • View the members of projects they are a member of
• Project Management
  • Add users to projects they manage
  • Edit memberships, such as expiration dates, in projects they manage
• Project Administration
  • View all projects
  • View the members of every project
  • Add users to any project
  • Edit memberships in any project
  • Remove users from any project

The Project Memberships table lists one row per user and project, with the Project, User, Joined, Modified, Manager, Expiration, and Restrictions columns. It requires the View all projects and View the members of every project permissions.

View a Project Membership

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click 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. In the left panel, view the user's name, project name and tag, user ID's relationship to the project, membership expiration date, restrictions, and added date.

Add User(s) to Project(s) via Project Memberships

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click Project Memberships in the left panel.
4. Click the Add users to projects button in the top right panel.
5. In the Add users to project(s) dialog, select the user(s) and the project(s), and set the optional expiration date, role, restrictions, and existing memberships behavior. For a description of these fields, see Projects.
6. Click Save.

Change Expiration, User Role, and Restrictions in Project Membership(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click Project Memberships in the left panel.
4. Select the project membership for which you want to change the metadata.
5. Click the Open full menu button in the top right panel.
6. Select Edit.
7. In the dialog, update the optional membership expiration date, member role, and restrictions. With several memberships selected, first untick Keep expiration unchanged, Keep role unchanged, or Keep restrictions unchanged for each value you want to change.
8. Once done, click Save.

With one membership selected, the dialog shows the membership's current values and has no checkboxes. With several selected, the three Keep ... unchanged checkboxes are ticked when the dialog opens, and each value appears for editing only after you untick its checkbox.

Bulk Email Users with Similar Project Memberships

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click Project Memberships in the left panel.
4. Select the project membership(s) 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 Membership(s)

bulk-action

1. Go to the Management icon in the top left taskbar.
2. Navigate to the Projects section.
3. Click Project Memberships in the left panel.
4. Select the project membership(s) you want to delete.
5. Click the Open full menu button in the top center panel.
6. Click Delete.
7. In the confirmation dialog, click Delete 1 membership (or Delete N memberships).

Removed users can no longer access resources tagged with the project.