Managing Users in your Project and Program

Organisation Admins can easily add, remove, and manage user access to your Projects and Programs. 

Add a User to a Project or Program

To add a user to a Project or Program:

1. Navigate to the Admin page by clicking on the dropdown arrow next to your name (in the top-right-hand corner) and click Admin
2. Click on Projects or Programs
3. Click the three-dot button (...) next to the Project or Program you would like to edit and then click Invite/Remove Users
4. Select the Organisation the user is assigned to. This will only show the Organisations who have access to your Organisations Projects
5. The Middle Section will list every user in the Organisation who does not have access to the Project/Program, and the Right Section will list every user who has access to the Project/Program.
6. To Invite a User, click on their name in the Middle Section, they will move to the Right Section and get access to the Project/Program once you click Update Project/Program User
7. To Remove a User, click on their name in the Right Section, they will move to the Middle Section and lose access to the Project/Program once you click Update Project/Program User.
8. Once you have finished making the changes, click Update Project/Program User, and it will save the changes you have made.

Change User Permissions on a Project/Program

You can give users Read-Only or Project Admin access to a Project/Program quickly and easily.

1. Navigate to the Admin page by clicking on the dropdown arrow next to your name (in the top-right-hand corner) and click Admin
2. Click on Projects or Programs
3. Click the three-dot button (...) next to the Project or Program you would like to edit and then click View/Edit Users
4. The form will show all users on the Project/Program, with the option to give the users Read-Only or Admin rights to the Project/Program.
5. Once done, click the X button on the top right-hand corner of the form