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Managing project teams

Euryka AI avatar
Written by Euryka AI
Updated this week

You can invite team members to your projects and assign them specific roles to control what they can see and do. This allows for secure and efficient collaboration with both internal team members and external partners.

Adding a Team Member to a Project

  1. Click Projects on the sidebar menu and select the project you want to share.

  2. In the project's left sidebar, click Share.

  3. In the Share project pop-up window, click Select members... and choose the person you want to add.

  4. Next to their name, assign a Role from the dropdown menu:

    • Can view: The user can only view the project and its contents.

    • Can edit: The user can view and edit the project's contents but cannot manage access for others.

    • Can edit and share: The user has full permissions to view, edit, and manage who the project is shared with.

  5. Repeat these steps to add more people to the project team.

  6. Close the pop-up window to save your changes.

Removing a Team Member from a Project

  1. Open the project and click Share in the project's left sidebar.

  2. In the Share project pop-up window, you will see a list of current members.

  3. Click the three-dots menu next to the team member's name.

  4. From the menu, select Remove.

Notes on Permissions and Access

  • A user must first be a member of your Organisation team before they can be added to a project.

  • Your Organisation role (Owner, Editor, Collaborator) can sometimes override your project-specific role. For example, an Organisation Owner has full permissions across all projects, regardless of their assigned project role.

  • If you are removed from a project, you will no longer have access to it, but the assets you created will remain in the project.

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