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How to manage user access to projects

  • Updated

There are 2 ways you can manage a user's project access in BugHerd.

  1. Add a user to a project
  2. Remove a user from a project
  3. "Edit project access" from the Team screen (if available)

Add a user to a project

  1. Anyone with access to a project - other than Guests - can add or remove users on a project.
  2. To do this, open the project in BugHerd and click the edit links in the Project Settings. (see image below).

manage-users.png

 

This will open the Share Project popup (see below) where you can Invite Users to the project.

To add an existing Team member to your project (e.g. a user who already has a member/guest account in your BugHerd organisation), simply start typing their email into the invite box. BugHerd will automatically suggest matching users that exists in BugHerd.

Manage_Access.png

 

Remove a user from a project

  1. Follow Steps 1 & 2 above to open the Share Project window.
  2. Under Project Members & Guests, find the user you want to remove from the project.
  3. Click the (x) button at the end of their name to remove them.
    Remove_member.png

Removing a user from a project will prevent them from being able to provide feedback or manage tasks for that project. Any comments they've made or tasks they've created will still display their name.

 

Modify project access from the Team screen (if available)

team-screen.png

If you are an Owner or Manager of your BugHerd Organization you have access to manage your BugHerd Team. For more about user roles in BugHerd, see here.

The Team screen is the simplest way to manage a user's access to multiple projects. Just search for the user and click Edit Project access. 

Note that Edit Project access will not display next to managers or billing managers of your organisation, as they already have access to all projects in your account.

Remove_user_from_Organization.png

From here you can simply check/un-check the projects you would like the user to have/not have access to. Easy.

Edit_project_access.png

You can also remove a user from your team. 

From the Team screen, click the (x) beside the user name to remove them from your organization.

Confirm you want to remove this user.

Note that removing a user from your team removes access to all your projects. Any tasks they've created or comments they've made will now appear as anonymous.

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