Only Admin and Managers can access all projects. Admin can assign Managers and Basic users to a project but Managers can assign only Basic users.
Before you can assign a user to a project, they have to be a user of your dashboard.
To assign a user:
On the Projects page find the project you wish to add a new user to
Click on the project card
Click on “Users” sections on the project page
Click “Assign user” and select a user from the list (only users that are invited to use the dashboard are shown) or search them by their name. You can select more than one user at a time
Note: You can only choose from the existing dashboard users
Once you’ve chosen the user(s) you want to assign to the project click “Next”
Choose the access level: Full access or Can view (for Basic users)
To edit access:
On the Projects page find the project you wish to edit user roles to
Click on the project card
Click on “Users”
Search a user by name or filter users by roles
Click the menu button “…” on the user’s card
Click “Edit access”
Choose the access level: Full access or Can view (for Basic users)
Click “Save”
To remove a user:
On the Projects page find the project you wish to remove a user from
Click on the project card
Click on “Users”
Click the menu button “…” on the user’s card
Click “Remove”
Click “Remove” again
To assign / unassign yourself:
To assign yourself to the project click “Assign”
To unassign yourself from a project, click “Unassign me”
