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Users

Overview

The Users section within a Project provides administrators with a detailed summary of the users within the project and their permission access to the project. Please note this article is related specifically to users who are added into a specific project, not user permissions for the CAG Database as a whole. This crucial functionality allows administrators to oversee and control who has access to specific features and data within the project. By managing user accounts, administrators can ensure that each user has the appropriate level of access tailored to their role and responsibilities. Users refer to individuals who have accounts and interact with the database.

Is this the users you were looking for?

Within the support pages, we have another area for Project Roles. This section is for administrators to manage user permissions related to the CAG Database as a whole. For more information, please see the project roles page.

Users Table

The Users Table displays all the users within this project. These users can be:

  • Searched by using the search input

Table Fields

Column Name
 Description
Name The name of the user
Email The email address of the user
Role The date and time the group was created
Actions Button to display actions that can be performed

Adding a User to a Project

  1. Open the Invite User(s) Form:

    • Navigate to the Users section within your Project.
    • Press the Invite User(s) button to open the Invite User(s) pop-up form.

  2. Select Users:

    • In the User(s) field, use the multi-select dropdown to search for and select the users you want to add to the project. You can select multiple users by typing their names and choosing from the list.

  3. Assign Role:

    • In the Role field, use the search and select dropdown to choose a role for the selected users. This dropdown allows you to assign one role to all the selected users.

  4. Save:

    • Press the Save button to add the users with the selected role to the project. The newly added users will now be visible in the Users Table.

By following these steps, you can efficiently add and manage users within your project.

Removing a User from a Project

Removing a user from the project is a straightforward process. Follow the steps below to delete a user from the project:

  1. Navigate to the Projects - Users page.
  2. Locate the user you wish to remove in the Users Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Delete option, which will open a confirmation pop-up.
  5. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the user from being removed.