User and Role Associations

Viewing role associations per user allows you to see the account and project roles that the user belongs to and it gives you the opportunity to make changes if necessary. Accessing this information from the Manage Membership page also gives you the opportunity to view and make changes to project membership and role templates. This is beneficial to ensure that user roles associations are configured as expected.

  1. Go to the Users Settings.
  2. Click Manage Users.
  3. Click the name of the user.
  4. Click Manage Membership.
  5. Click the Account Roles tab to view the account roles this user is a member of.
  6. Click the Project Roles tab and make a selection from the Roles drop-down menu to view the project roles this user is a member of.

    7. If a user is in the same role on both the account and project levels, the account role will take precedence, which means that the user will be in this role on all projects that they are a member of. To maintain project level roles only, remove the user from the account role.

Users can be placed in different roles across different projects. Modifying project role associations allows you to change the project roles that a user is a member of or change a user's project membership.

Remember, a user must be a member of the project for project roles to take effect. For instructions, see Add Users to Projects.

Edit Project Roles

  1. Go to the Users Settings.
  2. Click Manage Users.
  3. Click the name of the user.
  4. Click Manage Membership.

    5. The Projects tab is selected.

  5. Click the Project Roles tab.
  6. Click the Roles drop-down arrow to select a role to modify the user's association for.
  7. To add the user to the selected project role, select the project(s) from the All Projects box and click the right directional arrow to add the project(s) to the Selected Projects box. Repeat steps 6 and 7 for all of the project roles you want to add this user to.

    8. —Or—

    To remove the user from a the selected project role, select the project(s) from the Selected Projects box and left the right directional arrow to add the project(s) to the All Projects box. Repeat steps 6 and 7 for all of the project roles you want to disassociate with this user.

  8. Click Save.

For project roles to effect, the user must not be a member of this role on the account level. For instructions, see Remove Users from Account Roles.