Manage User Membership for a Project Group

tip

You could be either a site administrator or a project administrator, but you must have the project groups administration permissions to manage projects as a group.

If you have just created your project group, you might already be on the Project Group Details page. Skip the first three steps in that case.

1. Go to My Workspace > Admin.

2. Click PROJECT GROUPS from the Projects menu. The existing project groups are listed here.

3. Click your project group. The Project Group Details page appears.

4. From the left navigation pane, click the User Membership link to add users to the project group.

5. On the PROJECT GROUP MEMBERSHIP tab, click Add.

6. On the Add User page, find the users you want by one of these methods:

   • Under Search for Users, filter the list of site users eligible to join this project group. You can filter by full or partial name or user name.
     note

     Search text is not case-sensitive.

   • Browse the list of registered users on the site. Sort them by name, user name, email address or membership status.
     note

     If a site has a great many users, you must filter them first to narrow down the list. This helps avoid slowing down the system.

7. Select the users you want to add.

8. Under Assign Roles (Optional), select the roles you want the users to have. You can select any available global project role or role created just for this project.

   tip

   If you prefer, you can skip this step and assign roles later on.

9. Save your changes.

10. Click Save to return to the Project Group Membership page.

11. Click Save and Add More to keep adding users. The selected users are granted membership to the project group.

    If you add a user who may not need to be a member of the project group, you can select the user from the Project Group Membership page and click Remove to remove the user's membership.