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Managing Project/Program User Access

Learn how Org Admins can add, remove, and change project/program permissions.

Only Organisation Admins can add/remove users from a project/program or change their project/program permissions.

Table of Contents

  1. Key Concepts
  2. Step-by-Step Guide
    1. Adding Users to a Project/Program
    2. Modifying User Permissions
  3. Best Practices
  4. Troubleshooting

Key Concepts

  • Organisation Admin: Users with full administrative rights across all projects and programs
  • Project Admin: Users with administrative rights for specific projects
  • Read-Only: Users with view-only access to project data
  • User Management: The process of controlling who has access to what within your projects

Step-by-Step Guide

Adding Users to a Project/Program

  1. Click the dropdown arrow next to your name in the top-right corner
  2. Select Admin from the dropdown menu
  3. Click Projects or Programs based on your needs
  4. Locate the desired project and click the three-dot menu (...) beside it
  5. Select Invite/Remove Users
  6. Choose the appropriate Organisation from the dropdown
  7. Find users in the middle section (available users)
  8. Click on user names to move them to the right section (project access)
  9. Click Update Project/Program User to save changes

Modifying User Permissions

  1. Navigate to Admin using the top-right dropdown
  2. Select Projects or Programs
  3. Click the three-dot menu (...) next to the relevant project
  4. Choose View/Edit Users
  5. Select the appropriate permission level:
    • Admin: Full project management capabilities
    • Read-Only: View-only access to project data
  6. Click the X in the top-right corner to save and close

Best Practices

  • Regularly review user access levels to maintain security
  • Remove access for users no longer involved in projects
  • Grant minimum necessary permissions for each user role
  • Document your organization's permission allocation guidelines
  • Periodically audit user access across all projects

Troubleshooting

Common Issue: Users Can't See Project After Being Added

  • Symptom: User reports no access to project
  • Cause: Permission changes may take a few minutes to propagate
  • Solution: Ask user to log out and log back in, or refresh their browser

Common Issue: Unable to Modify Admin Permissions

  • Symptom: Can't change Organisation Admin's project access level
  • Cause: Organisation Admins automatically have admin rights to all projects
  • Solution: Modify user's organisation role instead of project role

Note: Organisation Admins automatically receive admin access to all projects and programs. Their permission level cannot be changed to Read-Only at the project level.

Last Updated: February 21, 2025