Configure Project Teams
Estimated reading time: 1 minute
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:
- In the navigation panel at the left, click Settings.
- Select the Projects tab.
- In the Project Teams section, select a Project from the drop-down list.
-
Select a Team, which previously was created for the Company.
- Select a Role: Read or Write.
- Click Add.
Modify a Project Team’s Role
To modify the role of a Project Team:
- In the navigation panel at the left, click Settings.
- Select the Projects tab.
-
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:
- In the navigation panel at the left, click Settings.
- Select the Projects tab.
-
In the Project Teams section, locate the Project row and click the trash can icon.
The team is immediately removed from the Project.