Manage project user details and roles
Review a project user’s details, adjust their roles, and send invitations or updates from the user detail panel.
This guide is designed for project manager.
Steps
Step 1: Open the user detail panel
Select a project member from the project team list to open their detailed side panel, showing contact information, membership, and role assignments.
Step 2: Review contact and membership information
In the panel, review the user’s name, email, organisation, phone number, join date, and current membership status to confirm their identity and context within the project.
Step 3: Edit contact details
Use the edit contact option (for example, the edit icon next to contact fields) to open the contact form, update the user’s details, and then save your changes so they are stored with the project.
Step 4: Adjust project roles and permissions
Use the role selector control to change the user’s project role, choosing from available role options, then save the changes so their permissions are updated immediately.
Step 5: Manage advanced permissions
Open the manage permissions option to fine-tune the user’s access, such as additional project capabilities, and confirm the changes to apply the new permission set.
Step 6: Save changes to the user
Click the save changes button to submit all updates, wait for the confirmation message, and ensure the panel shows the latest details and roles.
Step 7: Send or resend a project invitation
Use the invitation option to open the invite dialog, confirm or edit the recipient email, and send or resend a project invitation so the user can access the project.
Step 8: Remove the user from the project
Choose the remove user action, confirm the removal in the prompt, and verify that the user no longer appears in the project team list.
Step 9: Resize or collapse the panel
Use the expand or collapse controls to adjust the panel width or close it when you have finished managing the user’s details.
Last updated: 2026-07-30