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Project Memberships

Project Memberships Overview​

The Project Membership section displays all of the Projects in the system, and each individual that has a membership for it.

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

note
  • 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 that they have a membership for that project.
tip

Admins can view the expiration date of the projects if they have one, in the Expiration column.

View Project Memberships

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 Add User(s) to Project(s) 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 .
Add User(s) to Project

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 .
Edit 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 .
Delete Project Memberships