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How can I manage Project Members?

Find out how to invite or remove Members from a Project, change Project level roles, and more.

Updated over 2 weeks ago

There are two ways of accessing Project Member management:

  1. From the Project page itself

  2. From the 'Organization settings' page (only available for Organization 'Owners')

1. From the Project page

When you are on your Project page and see your list of Episodes, select 'Manage Members' above your Episode list.

2. From the 'Organization settings' page (Only available for Organization Owners)

Go to 'Projects' in the top left corner and select 'Organization settings' from the menu.

The 'Active Projects' page will load automatically. If not, you can select it from the menu on the left.

To view archived Projects, go to 'Archived'. For deleted Projects, go to 'Deleted'.

From the 'Active Projects' page, click 'Manage Members' next to the Project you want to manage.

Managing your Project Members

Once you open the 'Manage project members' page, you will see a list of Members as well as their respective roles. From this page, you can:

Inviting Members to a Project

To invite one or multiple new Members to a Project, click the blue 'Invite Members to Project' button. A window will appear where you can enter the email address of the person you want to add and select the role you want to assign.

You can add multiple email addresses before sending the invitation. Once all emails have been added and the role selected, click 'Invite' to confirm and send the invitations.

Changing a Member role

Click the currently assigned role of the Member you want to update and select their new role from the menu.

The change is saved automatically and confirmed with a message in the top right corner of your screen.

Members whose role was changed can log out and back in to activate their updated access.

For more information about the available roles, see Which Project roles are available and what do they mean?

Resetting a Member’s password for them

Every user can reset their own password, but as a Project Admin, you can also reset it for them.

Click the three vertical dots next to the Project Member and select 'Reset password'.

Removing a Member from a Project

To remove a Member from a Project, follow the steps above but select 'Remove from project'.

A confirmation window will appear where you can cancel or confirm the removal. Once confirmed, a message will appear in the top right corner of your screen.

Note: Removing a Member from a Project does not remove them from the Organization. If you need to remove a Member from the Organization entirely, see How can I manage Organization Members?.

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