This feature may not be available by default and might need to be enabled upon request. Please contact your account manager for more information.

Before adding team members to a project, they need to be registered in the Admin Console. See related article on User Roles.

Add users to a project and assign roles

The creator of a project is automatically assigned the label of Project Owner. This internal label permit the next actions in the project:

Enabling/disabling Global Modeling
Enabling/disabling Concurrent Working
Managing the Project Team
Copying the project
Deleting or archiving the project.

Important: This label can only be reassigned by an Account Admin. If an Account Admin removes the Project Owner's user, the Account Admin will inherit that users projects and become their Project Owner.

Invitation modes

SqlDBM projects offer two methods for managing the invitation of collaborators.

Easy invitation - allows collaborators to invite other team members to the project. Disabling this feature means that only the project owner can add collaborators.
Default - with easy invitation disabled, the default mode allows only project owners to add collaborators to a project.

How to add collaborators

From the project

From the top menu of a project, click the share icon and enter an email address for a project member that has previously been added in the Admin Console.

Start typing the email address to see a list of available users.

Grant modeler role for the project (edit role) by selecting the "Allow to Edit" option. The user should have a modeler seat.

From the Dashboard

Click the three-dot menu to the right of the project you wish to assign users and select "Project Team".

Press the "Add Team Member" button to open the list of available team members (previously added in the Admin Console). If the user has a modeler seat, select the "Can Edit" checkbox to allow them to edit this particular project.

Bulk adding

Bulk-adding users to a project can be performed by following the instructions in the previous step and selecting multiple users via the check boxes to the left of each name.

Transfer project ownership

Admins can transfer ownership of a project as well as forcibly unlock a project. There are two ways to transfer ownership:

From "User Projects"

This option is available project Admin roles only.

From "Admin Console"

This option is available to project Admin roles only.

Lock and edit a project

Though multiple users can be assigned to a given project as Modelers and Collaborators, only one user can modify a project at a given time if Concurrent Working is not enabled (check related article)

To lock a project for editing, select the corresponding button from the top of the project. Note, that if a project is already locked, the button will not be available and you will instead see a message like "Editing by user_name"

Once the project is lock for editing, proceed with the changes and save or revert the changes using the corresponding buttons.

Press the Unlock button to release the lock.

Force Unlock

Project owners and account admins can forcibly unlock projects. Account admins can do this for all projects in the organization, while owners can only unlock projects that they own.

Use this feature if an unscrupulous colleague leaves the office after having locked a project, blocking it for the entire team.

Admins: from the Admin Console, click on the project owner of the locked project.

Owners: go to User Projects from the Account screen to see a list of the projects you own.

Navigate to the locked project and click the unlock button.