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Within the User Management module, users with the 'Privileged' or 'Admin' permissions level will have the ability to add or remove users from projects, groups and teams. This guide outlines how to carry out these actions within User Management.
How Do I Add a User to a Project?
There are two ways to add a user to a project from within User Management.
Adding from the User Table
When hovering over a user, an action icon will appear on the right that allows you to add the chosen user to a project, groups and teams.
When clicked, you will be prompted to select the project you wish to add this user to.
You will then be asked to add that user to permission groups. A permission group must be selected in order to add a user to a project.
Lastly, you have the option to add the user to teams that exists within the chosen project.
It is also possible to add multiple users to a project in one go from the user table.
To do this, use the checkbox on the user table to select the users you wish to add to a project. In the top right corner of the table is an action to add users to a project.
You can then choose the project, permission groups and teams you wish to add those users to.
Note:
The teams field will only appear active if the selected project has existing teams set up. Teams can be set up in the Project Management module in Obi. See here for details.
Adding from Within a User's Details
When viewing a specific user's details, the user can be added to a project by clicking on the '+' icon in the projects column.
When clicked, you can select the project you wish to add the user to, followed by the permission groups.
To add a user to a team from within this view, navigate to the 'teams' tab and click the '+' icon in the teams column.
You will be asked to select a project, then a team to add that user to.
Adding a User to a Company Level Group
Another action that can be performed from within a user's details page is adding them to a Company Level Group. This action can only be performed from within the details page and cannot be done at a table level.
Navigate to the 'company level groups' tab within the user details page, and click the '+' icon in the groups column.
You will then be prompted to select a company level group to add the selected user to.
Note:
Company Level Groups are created in the Permissions module. Only existing groups will be visible from within User Management. See here for details.
How Do I Remove a User from a Project?
There are two ways to remove a user from a project within User Management.
Removing from the User Table
When hovering over a user, an action icon will appear on the right that allows you remove the chosen user from a project(s).
Use the dropdown to select the projects you wish to remove the user from.
A warning will appear informing you that removing this user from the project(s) will also remove them from any permissions groups or teams they are a part of in those projects.
You must then confirm that you understand the consequences of this action. Once confirmed, you can remove the user.
It is also possible within User Management to remove multiple users from multiple projects in one go.
To do this, use the checkbox on the user table to select the users you wish to remove from a project(s). In the top right corner of the table is an action to remove user from projects.
Use the dropdown to select the projects you wish to remove the user from.
A warning will appear informing you that removing this user from the project(s) will also remove them from any permissions groups or teams they are a part of in those projects.
You must then confirm that you understand the consequences of this action. Once confirmed, you can remove the selected users.
Removing from Within a User's Details
When viewing a specific user's details, you can remove a user by clicking the 'x' icon next to a project that they are currently on.
When clicked, a warning will appear informing you that removing this user from the project will also remove them from any permissions groups or teams they are a part of within that project.
Once you have confirmed that you understand the consequences of this action, you can then remove the user from that project.
Removing a User from a Permissions Group
A user can be removed from a permissions group without being removed from a project. This action is done within the user details screen.
From the user details screen, navigate to the permissions group you wish to remove the user from.
Click the 'x' icon next to that group. A dialog will appear asking you to confirm your decision to remove the user from the chosen group.
Once confirmed, the user will be removed from the selected permissions group on that project.
