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Manage project user details and invitations

View a project user’s details, adjust their roles and membership, and send or resend project invitations.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the user detail panel​

Select a project member from your user list to open the side panel showing their contact details, organisation, roles, and membership information.

Open the user detail panel

Step 2: Review user contact and organisation details​

Check the user’s name, email address, phone number, organisation, and join or invitation dates to confirm you are working with the correct person.

Review user contact and organisation details

Step 3: Enter edit mode​

Use the edit controls in the panel header to switch into edit mode, enabling changes to the user’s contact details and project role.

Enter edit mode

Step 4: Update user roles and permissions​

Adjust the user’s project role using the role selector, choosing from the available role options to ensure they have the correct level of access.

Update user roles and permissions

Step 5: Save your changes​

Select the save option to apply your updates; the system validates your changes, sends them to the server, and confirms success or shows an error if something went wrong.

Save your changes

Step 6: Send or resend a project invitation​

Open the invitation dialog from the panel, then confirm to send or resend an email invitation to the user so they can join the project.

Send or resend a project invitation

Step 7: Expand or collapse the panel​

Use the expand and collapse controls to resize the panel, giving you more space to review details or compare information with the main project view.

Expand or collapse the panel

Step 8: Close the user detail panel​

When you are finished, close the panel to return to the full project view; any saved changes remain applied to the user’s membership.

Close the user detail panel

Last updated: 2026-08-31