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 Members tab on the Project Overview page and manage them from the Members tab in Edit Project.

Members are only available on Enterprise plans. Project Roles override Team Roles for Guides within a Project.

View Project Members

To view the members assigned to a Project:

Click Projects in the main navigation menu.
Locate the Project you want to view. Use the SEARCH bar, the sorting options, or the Show Archive toggle if needed.
Click VIEW PROJECT to open the Project Overview.

Projects page showing the SEARCH bar, sorting options, Show Archive toggle, and VIEW PROJECT button for a project.

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.

Project Members section showing a Project Member's name, email address, Project Role, and date 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, open the Edit Project page and select the Members tab.

Click Projects in the main navigation menu.
Locate the Project you want to manage. Use the SEARCH bar, the sorting options, or the Show Archive toggle if needed.
Hover over the More Options icon next to the Project.
Click Edit.

Projects page showing the SEARCH bar, sorting options, Show Archive toggle, and the More Options menu for a project with the Edit option highlighted.

Select the Members tab.

Members tab in Edit Project.

Changes are saved automatically after you stop typing or editing. The saving or saved status in the header indicates the current save status. Hover over saved to view the Last save timestamp.

Each tab displays a status icon indicating whether it contains content. A filled check indicates that the tab has content, while an outline minus indicates that the tab is empty.

When you are finished managing Project Members, click DONE to return to the Project Overview.

Add a Project Member

To add a Project Member:

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

The selected team member appears in the Added Members list.

The Member field, Project Role dropdown, ADD button, and Added Members list.

Change a Project Member's Project Role

To change a Project Member's Project Role:

Locate the Project Member in the Added Members list.
Select a new Project Role from the dropdown next to the Project Member.

The change is saved automatically.

The Added Members list showing the Project Role dropdown for a Project Member.

Remove a Project Member

To remove a Project Member:

Locate the Project Member in the Added Members list.
Click Remove.

The Project Member is removed immediately, and the change is saved automatically.

The Added Members list showing the Remove option for a Project Member.

Understand Project Roles

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

Project Roles override Team Roles for Guides within the 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.