Members (project level)

5.14.1 Purpose

The project Members screen controls who has access to this project and what they can do within it. This is where the permission presets defined in section 4.6 are applied to individuals.

Figure 61 - Members of a project

Column	Description
Name	Member name and email address.
Company	Company the member belongs to, where recorded.
Role	Permission preset applied to this member within the project. Project administrators are shown as a highlighted badge.
Source	How the member was added, for example by email invite.
Status	Current state, for example Active.
Actions	Opens the row action menu.

5.14.2 Managing an existing member

Figure 62 - The member action menu

Action	Effect
Edit permissions	Change the permission preset or individual permissions for this member.
Make admin	Grant project administrator rights.
Revoke access	Withdraw access to the project.
Remove	Remove the member from the project.

5.14.3 Adding members

Select Add member. The dialog runs in two steps: choosing the people, then choosing what they can do.

5.14.4 Step 1 - selecting people

Two routes are offered. The Workspace members tab lists people who already exist in the organisation; tick one or more to add them.

Figure 63 - Adding existing workspace members

The Email invite tab allows someone outside the workspace to be invited. Enter the email address; the dialog marks the address as a new user and asks for a first and last name before the person can be added.

Figure 64 - Inviting a new user by email

5.14.5 Step 2 - setting permissions

The second step assigns access for each person selected.

Figure 65 - Choosing what each person can do

Control	Purpose
Apply to all	Sets one preset, and optionally the admin toggle, for every person being added at once.
Preset	Permission preset applied to that individual, chosen from the presets defined in section 4.6.
Admin	Toggle granting project administrator rights.
Customize	Expands the full permission grid so individual permissions can be adjusted away from the preset.
Delete	Removes that person from the batch being added.

The custom permission grid is the same one used when creating a preset: Overview, Planning, Cost Tracking, LV / BOQ, Invoices, Trades, and the remaining areas listed in section 4.6.3.

Note: There are therefore three distinct controls over what a person can do: the organisation role from section 3.1, the project Admin toggle here, and the permission preset with any per-person customisation. A preset is a starting point, not a constraint - once customised, a member’s actual permissions may no longer match the preset named against them in the list.