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
- Edit / delete portal users
- Add project users for a selected project
- Edit / delete project users for a selected project
- Follow project users for a selected project
- Change viewers or followers to project users
- Related Topics
In Home, click All Users, click Portal Users tab, and then click Add User at the top right corner and specify the portal user details. You can also assign selected projects for the new 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.
In Projects, select a project and then select Users. You can view the existing project users, if any. In Users tab, click Add User at the top right corner, and specify the user details to add.
An invite mail is sent to the added project user along with the login credentials.
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.
You can follow a project user to know about their project activities. And once you follow a project user, you will be notified about all their project activities in your project Feeds. In the Users tab, hover the mouse over the selected project user and click the Follow icon. You can also choose to Unfollow the user, if required.
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.
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.