Project Permissions

In Ediphi, empowering your collaborative efforts is 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 and providing insights into effectively managing their permissions within the designated workspace.

In this article

• Add Members to a Project
• Editing Member Project Permissions
• Remove Members from a Project

Add Members to a Project

To add members to your project in Ediphi, simply follow these steps:

1. Go to the project where you want to add members. You will need to be an Owner of the project in order to add members to it. Click on the ellipsis to open up the project's settings, then on Manage Permissions.

2. A pop-up will appear, which will allow you to select and/or search for all the current members of your company under Ediphi. To add them to the project, simply select the main level of access they should have (either as an Owner, or a Member).

3. 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.

Editing Member Project Permissions

To edit a member's project permissions within Ediphi, simply follow these steps:

1. Go to the project where you want to edit the member's permissions. You will need to be an Owner of the project in order to edit. Click on the ellipsis to open up the project's settings, then on Manage Permissions.

   

2. A pop-up will appear, which will allow you to view all current members of your company. Members that have a checkbox under the Owner or Member columns means they are currently part of this project. Click on the member you’d like to edit.

3. You will have the option to enable/disable the following permissions:
   1. Estimates: Read & Write
   2. Contracting: Read & Write
   3. Scheduling: Write
   4. GCGRs: Write
   5. Purchasing: Write

4. Once the changes are done to the member's permissions, click Save.

Remove Members from a Project

To remove members from your project in Ediphi, simply follow these steps:

1. Go to the project where you want to remove members. You will need to be an Owner of the project in order to add members to it. Click on the ellipsis to open up the project's settings, then on Manage Permissions.

2. A pop-up will appear, which will allow you to view all current members of your company. Members that have a checkbox under the Owner or Member columns means they are currently part of this project.

3. Click on the checkbox of the member you want to remove from the project, then click Save.

If you have any questions, feel free to contact our support team and we'll be happy to help!