How to Manage Project Members

Project Members allow Enterprise teams to control who can access and manage Guides within a Project. You can view Project Members from the Project page and manage them from the Edit Project page.

View Project Members

To view the members assigned to a Project:

1. Click Projects in the main navigation menu.
2. Locate the Project you want to view.

• Use the SEARCH bar to find a specific Project.
• Use the sort dropdown to change the order in which Projects are displayed.
• Enable Show Archive to display archived Projects.

3. Click VIEW PROJECT.

4. Select the Members tab.

The Members tab displays all Project Members assigned to the Project, along with each member's Project Role and the date they were added.

To view the Guides associated with a Project Member, click the member's name. The Guides tab opens with a filter applied for that Project Member. To view all Guides again, click the X next to the member filter.

Manage Project Members

To add, update, or remove Project Members, first open the Edit Project page.

1. Click Projects in the main navigation menu.
2. Locate the Project you want to manage.

• Use the SEARCH bar to find a specific Project.
• Use the sort dropdown to change the order in which Projects are displayed.
• Enable Show Archive to display archived Projects.

3. Hover over the More Options icon next to the Project.
4. Click Edit.

The Edit Project page opens. Scroll to the Project Members section.

Add a Project Member

To add a Project Member:

1. Begin typing a team member's name, email address, or Team role in the Member field.
2. Select the team member from the list of matching results.
3. Select a Project Role from the dropdown.
4. Click ADD.

The selected team member appears in the Added Members list.

5. Click SAVE to apply your changes.

Change a Project Member's Project Role

To change a Project Member's Project Role:

1. Locate the Project Member in the Added Members list.
2. Select a new Project Role from the dropdown next to the Project Member.
3. Click SAVE to apply your changes.

Remove a Project Member

To remove a Project Member:

1. Locate the Project Member in the Added Members list.
2. Click Remove next to the Project Member.
3. Click SAVE to apply your changes.

Understand Project Roles

Project Roles determine what actions a Project Member can perform within a Project.

The available Project Roles are:

• Viewer — Can read Guides.
• Editor — Can read, create, update, and publish Guides.
• Manager — Includes all Editor permissions and can delete Guides.
• Administrator — Can perform any Project action, including managing Project settings and adding Project Members.

For example, a user with the Viewer Team role can be assigned the Manager Project Role for a specific project. Within that project, the user will have Manager permissions.