| Note: This is a permissions-based feature. Contact your CRM to learn more. |
The Project Users screen is your one-stop place to manage who has access to your project’s products — Start+, Hours+, Studio+, and Reporting+. As a Project Admin, you can add, update, and remove non-crew users, and your changes will automatically sync across every connected product.
Viewing Project Users
To view which users are currently assigned as Project Users, select the project and then click Project Users:
You will see all assigned Project Users:
On this screen you can see the following information about the users:
- Name
- Job Title (if one was entered)
- Which products they have access to
You can sort any column that has up and down arrows on it by clicking on it.
For the “Product Access” column, you can click the filter icon to filter the list by product access.
The “Actions” column has the following options:
- Edit: Allows you to update the permissions for the Project User
- Copy: Allows you to copy the permissions of the selected user to a new user.
- Trash Can: Removes the Project User
To view more details for a specific user, click on the row of the user. This will open the details modal on the right of the screen:
Adding a Project User
To add a Project User to your project, you have two options.
Adding from Scratch
To add a user without copying the details from an existing user, click + Add Project User:
Next, fill out all required details, and select the desired permissions/access:
When you enable access to a product, you’ll then select which permissions within the product you need to assign to the user.
For example, if you enable access to Start+, you’ll assign which permissions within Start+ the Project User will have:
Once you have entered all required information and made your desired selections, click Add User to Project:
The user will receive an email invitation with instructions on how to access the project.
Copy an Existing Project User
You can quickly invite a new Project User to a project by copying an existing Project User.
Locate the user you would like to copy the access/permissions of, and click the Copy button in the “Actions” column of the user’s row:
Then enter the required details for the new Project User.
For product access and permissions, you’ll see it has copied the details of the existing Project User:
While you can keep these as is from the copy, you also are able to update/edit these details as needed.
Once the required information is entered and the desired product access and permissions are set, click Add User to Project.
Editing an Existing Project User
To edit an existing Project User’s product access and permissions, click on either the row of the Project User or the Edit icon in the “Actions” column. This will expand details on the right for the Project User:
From here you can make any adjustments to the Project User’s product access and permissions.
You can also continue to scroll and click on different users and the expanded Project Users details will remain open and update based on your selection.
After making your desired changes, click Save in the bottom right:
Tip: To save yourself a click, you can use the arrow button on the Save button to save your changes and close the details window: |
You can view the history of changes made to a project user's permissions with the History tab:
Removing a Project User
To remove a Project User, click the Trash Can icon in either the row of the specific user, or within the edit permissions modal:
In the row:
In the edit permissions modal:
You will be prompted to confirm your deletion. Click Yes, remove user to remove the user from the project: