Org Admin users can create and manage Org members and teams, as well as their assigned projects, using the Member Access tool. Navigate to this tool by clicking Main Menu > Setup > Member Access. If prompted, select your Org.
The Member Access tool contains three subsections:
Members
In the Members subsection, you can view a list of existing Org members (also called “users”), including their names, usernames, Org Access level, and assigned Teams. Use the search box along the top to search the list of members. This table is sortable and filterable.
Tip
To add or remove Org-level users, read the Add or Remove Members article.
Select a member in the table to open that member’s flyout. Here, you can view the member’s name, username, and email address. You can also view and edit the member’s Org access level and teams, and remove the member from the Org.
Heads Up!
Removing a user from the Org is the last step in the process of an employee leaving. Before removing a user, make sure you’ve followed the Remove Member steps in order.
To edit the Org access or team assignments for multiple members at once, read the sections below.
Change Org Access
You can add or edit Org Access for multiple members at a time. Select the checkbox next to the desired members, and click the badge icon.
In the Org Access flyout, select the desired access level for these members from the dropdown.
You can remove a single member from the selected list by clicking the x to the right of that user’s name. Once you’ve selected the desired access level, click Update Access.
Change Team Assignments
You can add members to new or existing teams, or edit their teams. Select the desired members, and click the people icon.
In the flyout, select one of the following actions:
- Add to existing team: add the selected members to any already-existing team
- Replace existing teams: remove the selected members from all currently assigned teams, and add them to the teams you select
- Create new team: add the selected members to a new team
- Remove from team: remove the selected members from teams
Next, select the teams you would like to be affected by the action from the list.
You can remove a member from the selected list by clicking the x to the right of that user’s name. When you have selected the desired action and teams, click Update Teams to apply the changes.
Teams
In the Teams subsection of the Member Access tool, you can view a list of the Org’s teams, including the team description, the number of members, and the number of projects the team has been added to. Use the search box to search the list of teams by team name or description.
You can also see whether a team is set to be automatically added to new projects, according to the following statuses:
- ON: All Projects: the team will be automatically added to all new projects
- ON: Custom Selections: the team will be automatically added to some new projects, depending on the project type.
- OFF: the team will not be automatically added to any new projects
To learn more about how to create and manage Org-level teams, read the Manage Teams article.
Projects
In the Projects subsection, you can view a list of the Org’s projects, including their names, assigned teams, phase, tags, and more. Use the search box along the top to search the list of projects.
Select a project in the table to open that project’s flyout. Here, you can view the project’s name and contact. You can also view and edit the project’s primary user and assigned teams, and archive the project.
To edit the team assignments for multiple projects at once, read the Add to Multiple Projects section of the Manage Teams article. To create a new project, click + New Project and fill out the fields as described in the Create a New Project article.
Filter Projects
On the left side of the page, you can filter the project list by the following:
- tags
- project types
- primaries
- phases
- teams
- last activity
Multiple filters can be added within and across the filter categories. Across filters, results include only projects that have all filters.
Click into a textbox and begin typing, and then select the filter from the dropdown. For the Last Activity filter, you can select an On or After date, an On or Before date, or use both to select a date range.
The tags and teams filters have Any, All, and None options. Choosing Any includes projects that contain any of the selected tags or teams, while choosing All includes only projects that contain all of the selected tags or teams. Choosing None includes projects that do not contain any of the selected teams.
Tip
You can also utilize the teams filter as a column in any report that includes the Teams column options. Any, All, or None can be added as criteria.
When you have selected all filters, click Apply at the bottom of the filter menu to filter the list of projects.
Click Clear at the top of the filters to clear all filters.
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