Manage Members

After adding members, you need to assign them permissions. Every member starts out with no access in the project.

Managing Members

First navigate to the view members page.

New users have no permissions, and they may look like the following

Click the Edit button.

After clicking the Edit button you’ll see the following modal.

Note: If you want to add admin privileges to a user, click on Scopes and select Give Admin Permissions

You can click on the Scopes dropdown list and add permissions to the user. Below are the list of scopes and what they do:

• read:accounts viewing the accounts associated with a project and their details
• write:accounts adding new accounts to the project
• manage:account modifying the attributes of an account tied to the project
• delete:accounts removing accounts from the project
• write:project_members adding new members to the project
• delete:project_members deleting members from the project
• manage:project_members modifying attributes of project members
• read:project_members view details of project members
• read:project view project details
• manage:project modify project details
• read:schedules view schedules for the project
• write:schedules add new schedules to the project
• manage:schedules modify schedules already created for the project