Configure Project Teams

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A Project Team can be configured to give users appropriate read/write access. Teams of users first must be defined for a Company, but then can be added to a Project to enable access.

Use the following procedures to configure a Project:

Anyone who has OWNER rights can carry out these configurations, including defining access and read/write privileges.

Add a Team to a Project

Prerequisite

Set up Teams in a Company configuration. See Configure Company Teams.

To add a Team to a Project:

  1. In the navigation panel at the left, click Settings.
  2. Select the Projects tab.
  3. In the Project Teams section, select a Project from the drop-down list.
  4. Select a Team, which previously was created for the Company.

  5. Select a Role: Read or Write.
  6. Click Add.

Modify a Project Team’s Role

To modify the role of a Project Team:

  1. In the navigation panel at the left, click Settings.
  2. Select the Projects tab.
  3. In the Project Teams section, select the Project row and select Read or Write from the role drop-down list.

    The role is immediately added to the Team.

Remove a Team from a Project

To remove a Team from a project:

  1. In the navigation panel at the left, click Settings.
  2. Select the Projects tab.
  3. In the Project Teams section, locate the Project row and click the trash can icon.

    The team is immediately removed from the Project.