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Project Memberships

Project Memberships Overview​

The Project Membership section displays all of the Projects in the system and each individual with a membership.

Users' name, date joined, roles, expiration, and restrictions are displayed. Users may be searched to determine all the projects they are part of.

  • The actions that you can take when you select a project, are the actions that exist for that project.
  • If a user is a member of a project, it means they have a membership for that project.
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Admins can view the expiration date of the projects if they have one in the Expiration column.

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Besides adding users, you can edit and remove project memberships in bulk.

Add User(s) to Project via Project Memberships​

To add user(s) to a project navigate to tab in the Project Memberships section.

  • Click the button in the top right panel.
  • In the prompt, type the name of the user(s) you would like to add to the project.
  • Select the project where the user(s) will be added.
  • Select a membership expiration date for the user.
  • Select the user role in the project.
  • Select the user restrictions in the project.
  • Select whether the user membership will be skipped or attempted to be updated.
  • Click .

Edit Project Membership via Project Memberships​

To edit a project membership navigate to tab in the Project Memberships section.

  • Select the existing membership(s) you would like to edit.
  • Click the Edit button in the top right.
  • Edit the user expiration date, role in the project, or project restrictions.
  • Once you finished editing, click .
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You can bulk edit expiration date, roles an restrictions in Project memberships.

Remove Project Membership via Projects Memberships​

To remove a project membership navigate to tab in the Project Memberships section.

  • Select the existing membership(s) you would like to remove.
  • Click the Delete button in the top right.
  • In the prompt, click .