Project Team

Team collaboration is available for Starter and Enterprise plans.

Before you can add team members to a project, you must first register them in the Admin Console.

From the Dashboard, access your Account settings.

Edit Team members

The following options are available on the Admin Console (Viewer/Modeler are Enterprise roles).

Multiple Admins can be selected from this screen.

See the related article on adding users to a team.

Add users to a project and assign roles

Before you can add team members to a project, you must first register them in the Admin Console. See related article on User Roles (below).

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. (Note, easy invitation is only available on Enterprise plans)
Default - with easy invitation disabled, or for non-enterprise plans, the default mode allows only project owners to add collaborators to a project.

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 to the team.

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

Grant modeler access by selecting the "Allow to Edit" option.

From the Dashboard

From the Dashboard, call 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 license, select the "Can Edit" checkbox to allow them to edit this particular project.

Bulk adding

You can perform bulk-adding of users to a project by following the instructions in the previous step, but selecting multiple users using the check box to the left of their names.

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.