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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 4 months ago

There are two ways of accessing Project Member management:

  1. From the Project page itself

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

1. From the Project page

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

2. From the 'Organization settings & billing'

Only available for Organization Owners.

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

The 'Active projects' page will load automatically, if not, you can select it from the menu on the left. If you want to see the archived Projects, go to 'Archived'. For deleted Projects, go to 'Deleted'.

From the 'Active Projects' page, go to 'Manage Members' at the back of the Project you want to manage the Members for.

Managing your Project Members

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

Inviting Members to a Project

To invite a new Member, or multiple new Members at once, to a Project, use the blue 'Invite Members to Project' button. A window will appear where you can now enter the email address of the person you want to add, as well as select the role you want to assign.

This step allows you to add multiple people at once, so feel free to add multiple email addresses before inviting. Once all emails have been added and the role selected, click 'Invite' to confirm and send out the invitations.

Changing a Member role

Click the currently assigned role of the Member you want to change, then select their new role from the menu.

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

The Members of which the role was changed, can now log out and back in, then they will have the updated access.

For more information about the different roles available, 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 do this for them.

Via the three vertical dots next to the Project Member, select the option to 'Reset password'.

Removing a Member from a Project

To completely remove a member from a Project, follow the steps above, but this time selecting 'Remove from project'. You will see a confirmation box where you can either cancel or confirm the removal of this Member.

Once removed, a confirmation message will appear in the top right corner of your screen.

Note: removing a Member from a Project does not remove the Member from the Organization as a whole. Should you want or need to remove Member from the Organization, see How can I manage Organization Members?.

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