Managing users in multiple Projects

User accounts can be assigned to one or more Projects and can also be allocated different roles to each one, if needed. This will assist you in the planning and managing of your users based on your licenses.

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This feature is only available to accounts with an Admin role.

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To add or remove users, and change a user's role in a Project:

• From the Oppolis Cloud dashboard, click on the Manage users quick link. The User management page should appear.

Tip: If you are not seeing the quick links, make sure that your quick links option is enabled. It is enabled when the slider option is moved to the right, as shown in the above image.

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Project list view

• The folder icon on the right corner is selected and this is the default view for this page.
• Select a Project to show the list of users that are assigned to it.

• Click on the pencil icon in the top-right corner of the Users section.
• The project users window should appear allowing you to add, remove or change the user's role in the selected Project.

• When a user is added to a Project, they will receive an email notification stating they have been added to a Oppolis Cloud project.

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Users list view

• The users icon on the right corner is selected and this is the alternative view for this page.

• Select a User to show the list of projects they are assigned into.
• Click on the pencil icon in the top-right corner of the Projects section.
• The project list window should appear allowing you to add or remove your selected users from one or more Projects.

• When a user is added to a Project, they will receive an email notification stating they have been added to a Oppolis Cloud project.

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

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To manage the licenses assigned to your users, visit Managing your licenses on how to do so.