View And Edit Project Memberships

Viewing the membership of a project lists the people who have joined the project and who can work with the packages in the project.

The membership of users with the Contractor role can be expanded to a group of contractors to allow greater collaboration on tasks. Documents and packages created and accessible by an individual project member are then accessible by all members of the group. The project member is then no longer individually responsible for any documents in the repository—the group shares responsibility. If the same user is removed from the group and added again to the project as an individual member, they do not retain any of the group's responsibilities.

1. Open the project as described in Opening projects.
2. Click Members. The Members page appears and lists the current members of the project.

1. View the project membership as described in the preceding task.
2. Click Export in the page header and then select the format that you want from the menu that appears. The Export 'Project Members Details dialog box appears while the file is prepared. Up to 1000 members may be exported.
3. When the Download button is enabled, click it. The file downloads to your browser where you can open it.

1. View the membership of the project as described in the preceding task.
2. Click the Actions icon of the member whose details you want to see and then click Details on the menu that appears. The <MemberName> dialog box appears and shows the selected member's details.

• See Adding people to projects.

1. View the project membership as described in the preceding task.
2. Click the Actions icon of the member that you want to remove and then click Remove on the menu that appears. The member is removed from the project.

1. View the project membership as described in the first task.
2. Click the Actions icon of a member with the Contractor role who you want to merge and then click Merge to Group. The Merge to Group dialog box appears and lists the groups that do not yet have Contractor role access to the project.
3. Select a group to which you want to add the user and grant Contractor role access to the project.
4. If you want to notify the new members by email, enable Notify new member(s) and then type an optional message in Message.
5. Click Merge. The user is removed from the project and added to the selected group. The group is assigned to the project with the Contractor role.