Projects: Managing Members

You should have navigated to the pop-up tab entitled Manage Users. Refer to Projects if you are having trouble reaching this point.

Users belonging to a project are to be assigned one of three roles. Users will be a member by default, though can also be an owner or an approver.

Such a membership system allows all actions to be preliminarily reviewed and approved by another user belonging to the project.

Actions taken by a member and an owner, such as submitting an expense, will be supervised by the project’s approver(s).

Actions taken by the approver are reviewed by the project’s owner.

1. Select a user from the displayed names, or find a user using the search feature

   • Click a user to add them to your project

   • By default, this newly added user will be a member

2. Change role by clicking the colored box to the right of the user’s name

   • Click through three options (Member, Approver, and Owner) until the displayed option matches what role you would like to assign the user

3. Click to the right of a row to remove the user from the project

4. Click Save