Project Permissions
Note: Project Permissions are only available to Admins and project Owners.
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
- 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.
- 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).
Note: If you do not see a specific user when trying to add them to a project under Manage Permissions, then this could be due to either two things:
- They already have Admin permissions (which means they automatically have access to all projects within the environment and you don't need to add them), or
- 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 Manage Users article.
See this article for Admin permission specifics: Manage Users
- 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
- 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.
- 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.
- 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 done to the member's permissions, click Save.
Remove Members from a Project
- 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.
- 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 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!