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Manage people on a project

View and manage everyone who has access to a project, including their roles and contact details.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the People tab for your project​

Navigate to your project and open the People section to see a table of all members and invited users linked to this project.

Open the People tab for your project

Step 2: Search for a specific person​

Use the search box above the table to filter people by name or email, and review the matching results in the list.

Search for a specific person

Step 3: View a person’s profile and details​

Select a person in the table to open the detail panel, where you can review their role, organisation, contact information and project activity.

View a person’s profile and details

Step 4: Update a person’s project role​

Open the role selector next to a person, choose the appropriate project role from the dropdown, and confirm the change to update their permissions.

Update a person’s project role

Step 5: Invite or add new people to the project​

Use the add person control above the table to choose a user from your organisation or enter their details, then assign a role and send the invitation.

Invite or add new people to the project

Step 6: Manage pending invitations​

Review people with an invitation status in the table, check whether they have accepted or are still pending, and resend or adjust their role if required.

Manage pending invitations

Step 7: Remove a person from the project​

Choose the remove option for a person, review the confirmation dialog explaining the impact, and confirm to revoke their access to the project.

Remove a person from the project

Step 8: Page through long lists of people​

Use the pagination controls beneath the table to move between pages when there are more people than fit on a single screen.

Page through long lists of people


Last updated: 2026-08-31