Adding or removing users in a project

As Projects come and go, so will your users. Obviously, you'll need to add or remove members over the life of the Project and may even need to add or remove Project admins. The Admin is usually the person who created the Project but others can be assigned this role as well.

This feature is only available to accounts with an Admin role for the whole system or an Admin role in the selected Project.

There are two ways to add or remove users from within a Project:

  1. From the Add button on the side panel (bottom-left) when viewing the Project; or
  2. From the Users icon (top-right) when viewing the Project.

To add or remove users to your Project

  • Open the Project you wish to make the user changes in.
  • Click on either the Add button or the Users icon.
  • The project users window should appear allowing you to add, remove or change the user's role.
  • When a user is added to a Project, they will receive an email notification stating they have been added to a Oppolis Cloud project.

To know more about the Members and Guests account roles, and the Admin, Editor and Observer project roles, visit User roles for guidance.

If you wish to add or remove users on multiple projects, visit Managing users in multiple projects on how to do so.
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