Project Permissions
Note: Only Global Admins and Project Owners have the ability to access Project Permissions in Ediphi.
In Ediphi, collaborative efforts are made effortless by granting you the capability to seamlessly incorporate colleagues into your projects. This article serves as a comprehensive guide, walking you through the process of adding members to your project while providing insights into effectively managing their permissions within the designated workspace.
In this article
Add Members to a Project
- Start in the project where you want to add members. Click on the ellipsis, then select Manage Permissions.
- A pop-up will appear, which will allow you to select and/or search for all the current members of your company. Select the level of access you want them to have (Owner or Member).
Note: If you do not see a specific user when trying to add them to a project, this could be due to:
- The user has Admin permissions, which means they automatically have access to all projects within the environment. Pro Tip: Use the "Show Admins" toggle at the top of the modal to view these Admins.
- The user has not yet been invited to join the environment. In order to get them invited, an Admin will need to invite them. For more information, please see our Managing Users article.
- Once you have selected the proper level of access, you’ll have the option to adjust the permissions this user will have under the project (Members marked as Owners will already have full permissions). After selecting the relevant access the member should have, click Save.
Note: Setting users simply as "Member" does allow them access to the project; you must assign permission levels in order for the user to have access.
Editing Member Project Permissions
- Start in the project where you want to edit a member's permissions. Click on the ellipsis, then select Manage Permissions.
- A pop-up will appear, which will allow you to view all current members of your company. Click on the member you’d like to edit. Users who have a checkbox selected under the Owner or Member columns are current project members.
- You will have the option to enable/disable the following permissions:
- Estimates: Read and/or Write
- Contracting: Read and/or Write
- Scheduling: Write
- GCGRs: Write
- Purchasing: Write
- Cost Model: Read and/or Write
Note: Scheduling, GCGRs, and Purchasing don’t have Read permissions. Either the member has full access to it (Write), or no access.
- Once the changes are complete, click Save.
Remove Members from a Project
- Start in the project where you want to remove a member. Click on the ellipsis, then select Manage Permissions.
- A pop-up will appear, which will allow you to view all current members of your company. Click on the checkbox of the member you want to remove from the project, then click Save. Users that have a checkbox selected under the Owner or Member columns are current project members.
Pro Tip: Manage Permissions is also available from within the My Projects page! Hover over the project you'd like to edit permissions for, click on the ellipses, then Manage Permissions. Then, continue to follow the next steps from above.
If you have any questions, feel free to contact our support team and we'll be happy to help!