A project is a workspace within the Platform, this will normally contain a set of worksheets, charts, portals, etc. A project is often used as a repository and workspace for a single case.
From the project
Once inside the project, navigate to the Project Settings
- Select the Users tab.
- Select Add users.
- Use the resulting dialog box to find, select, and add the desired users.
- Accept the new users with the Add button.
From system admin
Click on the system cog icon to open the system admin page.
- Navigate to the Users tab from the top toolbar.
- By clicking on a user, you can review what project the user has been added to in the Projects tab of the Detail panel on the right-hand side.
- To add users to a project, select one or multiple users from the table with the tick boxes in the left most column.
- Click on the Action drop down from the top toolbar and select Add to Project.
- From the dialog box select the project(s) the user(s) should be given access to by clicking into and searching using the text field. If necessary, project access can be time limited as shown below. This will allow users access to the specified project only for the specified duration of time, then that access will be automatically removed.
6. Click add to accept the changes to the project access.