Project Users

• Add Project Users
• Send Message
• Edit / Delete Users

Add Project Users

In Users tab. You can find Project Users, Client Users

Click Project Users from the sub-menu. Here you can find Add User icon in the right panel. Click Add User displays a Add User form.

1. Type the email address of the user; choose a user role
2. Click Add User icon

This provides access to the project along with the selected role (like Manager, Employee, Admin etc).

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

View of Project Users :

Send Message for UsersTop

To send a message :

1. Click Send Message link
2. This opens a message dialog box
3. Type a subject and your message
4. Select the users whom you wish to send the message
5. Click Send Message icon

This sends the message for the selected users. By default a copy of the message sent is delivered to you.

Edit / Delete UsersTop

To edit a project user :

1. Mouseover user name displays edit / delete icons
2. Click edit icon

1. Change the user role or update projects
2. Click Update User Profile icon

This updates the user profile with new user role / projects.

To delete a project user :

1. Mouseover user name displays edit / delete icons
2. Click trash can icon
3. An alert message Do you want to remove this user from this project gets displayed
4. Click Delete User icon

If the Do you want to notify ? checkbox is selected. Then an autogenerated mail is sent to the user email address about he/she being removed from the project.