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Give someone access to a project

A role on a project decides what a person can do there: a Project Viewer can look, a Project Developer can run tasks, and a Project Maintainer can also change the project's settings. You can grant a role to one person or to a whole group.

Who can do this: granting access needs the permission to manage access on the project. Without it, the Access tab shows who has access but offers no Add button.

Grant a role​

The Add access dialog: Who, Role, Expires, with Cancel and Add

  1. In the sidebar, select Directory, then the Projects tab.
  2. Select the project's name to open its settings.
  3. Select the Access tab. The table lists everyone who already has access, and how.
  4. Select Add.
  5. In Who, pick one or more people or groups.
  6. Pick the Role.
  7. Optional: pick a date in Expires. Left empty, the access never expires.
  8. Select Add.

The new rows appear in the table with the Source Direct.

Take a grant away​

  1. Open the project's Access tab, as above.
  2. Type the person's or group's name in Filter to find their row.
  3. Check the Source column. Only a Direct grant can be removed here.
  4. Select Remove on the row.
  5. Confirm.

A role shown as Via a group comes from that group: remove the person from the group, or the group's role, on the Groups tab. A role shown as Inherited from comes from the organization.