Editing user access

An Admin changes a member after the invite from Settings, then Users. Members cannot edit another person's role, projects, or actions.

Open the member

1

Find them

On the Users tab, use Search members or scroll the list. The row shows their name, email, role, and status.

2

Click the name

Click the member's name. The edit icon in Actions opens the same panel.

3

Choose a tab

Profile holds name, email, and status. Permissions holds role, project access, and the action checks.

The panel header shows the avatar, name, email, a role badge, and a status badge. Save is at the top right, next to close.

Member name

[email protected]

RoleActive

Save

Profile

Permissions

Profile settings

Name, email, and account status for this member.

First Name *

Given name

Last Name

Family name, optional

Email *

Invite and sign-in address

Status *

Active or Inactive

Profile

First Name

Required.

Last Name

Optional.

Email

Required. This is the address the invite was sent to.

Status

Required. Active or Inactive. What Inactive means for an invite that expired is in Managing users.

Under Profile settings, Invitation email shows the latest invite attempt:

Sent

The latest invite shows Sent, with the date and time it went out.

Resend Invitation

Sends the invite again from this panel.

Failed sends

Failed invitations are logged and retried manually.

Permissions

Switch to Permissions to change what this member can do.

Role

Pick Admin, Member, or a custom role. Creating a role is in Roles.

Project access

Pick the project whose checks you want to see. One project is shown at a time.

Action checks

View, Create, Edit, and Delete for each module. The modules and the override rule are in Project permissions.

The line under Role and Project access reads: overrides for this member only, and role defaults apply where you do not override them.

Save

Choose Save before you close the panel. The Users row then shows the role and status you saved.

This member only

Checks you change here apply to this person on the project you selected.

Role stays shared

Saving this member does not change the permissions stored on the role.

Other members

Other people with the same role keep their own checks.

To remove the person and everything they created, use the delete icon on the Users row instead of this panel. See Deleting a user.