Getting Started Guide

Project or Portal Users

Project users works for the projects with access privileges like view the milestones, add/edit tasks, upload files in a project, post a topic in forums. The project user can be a Admin, Manager or Employee.

Add portal or project users

In Home, click All Users, click Portal Users tab, and then click the Plus icon at the top right corner and specify the portal user details. You can also assign selected projects for the new portal user.

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Edit / Delete a portal user

In Portal Users, hover the mouse over the required portal user to enable the Edit and Delete option. You can edit and update the portal user details or delete.

edit-projectusers.png

Add project users for a selected project

In Projects, select a project and then select Users. You can view the existing project users, if any. In Users tab, click the Plus icon at the top right corner, and specify the user details to add.

Add User link

An invite mail is sent to the added project user along with the login credentials.

Invite Project Users

Edit / Delete project users for a selected project

You can edit or delete a project user. Hover the mouse over the selected user to enable the Edit and Delete option. You can also choose to Follow or Unfollow a project user.

Edit Role

Change viewers or followers to project users

You can change the role of a viewer or follower into a project user based on your project need.

In the Users tab, click the drop-down arrow next to Users and select Viewers or Followers to display the list of viewers or followers.

viewerto-userrole

Hover the mouse over the user role of the required viewer or follower and click Edit. In Edit User, choose the appropriate user role and click Update to change the viewer or follower as a project user.

edit-viewerrole

Related Topics

Client Users

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