Editing Member Access

The project owner and any member with Project Lead access can edit member accesses for a project.

Before you begin: View the list of project members. See Listing Project Members.

  1. To edit more than one members' access:

    1. Click Edit All from the Actions menu or page toolbar.

      A page opens that lists all project members.

    2. Change the Access level for members as needed.

      Project Member. Can view all project information but cannot edit it.

      Project Assessor. Can view all project information. Can create assessments, decisions, discussions, issues, meetings, and routes.

      Financial Reviewer. Can view all project information. The only editing ability is to create new financials and import financials.

      Project Lead. Can view and edit all project information. Has the same accesses as project owner except cannot delete the project or reassign ownership.

      The Project Owner access cannot be assigned through the Member pages. To reassign ownership, the current owner must click Edit from the Basic Information page. See Editing Basic Information for a Project or Project Concept.

    3. Optionally, choose the Project Role for each person to indicate the role the person serves for the project. The available project roles are set up by the host company. The project role has no affect on accesses or security and is not available for roles or groups.
    4. To update multiple rows:


      1. Select Access or Project Role from the Column drop-down list in the page toolbar.
      2. Type the new value in the data entry box.
      3. To apply the value to one or more selected cells, click the check boxes for the tasks/subtasks in the left pane, and then click Apply to Selected.
      4. To apply the value to all cells, click Apply to All.

    5. Click Done.

  2. To edit accesses or project roles for an individual member, click for the member. Change the access or role as needed. See above for descriptions of the fields.