Add project collaborators from your organisation & change their Admin permissions

! This article has been superseded since update 1.12.0 by the following:

• Add & invite users to your project (Enterprise plan)
• Add & invite users to your project (Team plan)

Notes:

• You can only collaborate on Enterprise and Team level plans. You will not have this option on a Personal plan.
• Only Project Admins are able to add and manage project collaborators. If you are not a Project Admin you will only be able to view the project collaborators.

When you add a user to a project from your organisation (see Manage plan members) you can choose whether to make them a regular internal user or a Project Admin. Project Admins have the following additional permissions to a regular internal user:

• Ability to add project collaborators and change their roles
• Ability to manage project details and change the project photo
• Can delete any list on the project aside from private lists

They will not have permission to delete the project as that is only available to the Plan Admin.

To add users from your organisation

Users from your organisation are those users who have been added to your Insite Teams Plan. See Add plan members.

1. From the home screen go to Your project.

 

2. You will now be presented with the project overview screen.

3. Tap the Collaborators button in the top right of the screen to view the current collaborators.

4. Tap the Blue ⊕ button in the bottom right-hand corner of the screen.

5. You will now see a list of your organisation users under the From your organisation heading. This list can be filtered using the search bar located under the heading and above your first organisation user. This list does not include users who are already on the project.

6. Find the user which you would like to add to the project and tap the + at the end of their user card.

7. You will now be prompted to choose whether to add this user as either an Admin or regular internal User. Make your choice and tap Done. The user will now be added to your project with the assigned role.

Note: If you do not see any users in the list it may be because you have not yet added any users to your Plan or because all of your Plan Users are already added to the project.

To change a user's Admin permissions

1. From the home screen go to Your project.

2. You will now be presented with the project overview screen.

2. Tap the Collaborators button in the top right of the screen to view the current collaborators.

3. Tap on the user whose permissions you would like to change.

4. Tap either Make admin or Remove admin role to change their role depending upon their existing permissions. This user's role will now be changed and their label will have changed on their user card on the Collaborators page.

Note: You can only change the permissions of Project Users who are part of your organisation. These are users who have been added to your Plan. If a user has the 'External' label then they will only ever have the permission of an external user. See Adding project collaborators from outside of your organisation.