Project Members
Learn how to manage members and permissions in your projects
Introduction
Project members are users who have access to a specific project within a workspace. Unlike workspace members who have access to potentially multiple projects, project members are limited to the specific projects they've been invited to.
Each project member is assigned one of three roles: Project Admin, Regular User, or View Only. These roles determine what actions they can perform within the project, from full administrative control to read-only access.
Workspace vs. Project Access
A user must be a member of a workspace before they can be added to any projects within that workspace. Workspace Owners automatically have full access to all projects in their workspace.
Roles & Permissions
Projects support three distinct roles, each with different levels of access:
Project Admin
- Complete control over the project's data structure and content
- Can create, view, edit, and delete models and their attributes
- Can create, view, edit, and delete records
- Can add, modify, or remove project members
- Can change project settings
Regular User
- Can see models but not their attributes' configuration
- Can create, edit, and delete records
- Cannot modify model structure or attributes
- Cannot change project settings or manage members
View Only
- Read-only access to view records of a model
- Cannot create, edit, or delete any records
- Cannot see model structure or attributes
- Cannot change project settings or manage members
Workspace Owner Override
Workspace Owners automatically have access to all projects within the workspace with full administrative capabilities, regardless of whether they're explicitly added as project members.
Adding Members
To add members to a project:
Navigate to the Project Settings:
From the project dashboard, click on the Settings tab and select "Team" from the sidebar.
Click "Add Member" button:
A dialog will appear showing workspace members who aren't already part of the project.
Select members:
Choose users from the list. Remember that only workspace members can be added to projects.
Assign roles:
Select one of the three available roles for each member: Project Admin, Regular User, or View Only.
Click "Add to Project":
The users will be added immediately with the selected roles.
Choose Roles Carefully
When adding new members, carefully consider which role is most appropriate:
- Use Project Admin for team members who need to design and manage the data structure.
- Use Regular User for team members who need to work with records but not change the underlying structure.
- Use View Only for stakeholders who only need to see the data but not modify it.
Managing Roles
To change a member's role within a project:
Go to Project Settings:
Navigate to Settings > Project Members.
Find the member:
Locate the user in the members list.
Change role:
Click the role dropdown next to their name and select a new role from the three available options.
Confirm change:
Click "Save" to apply the new role immediately.
Role Change Notification
When a member's role is changed, they will receive a notification about their new permissions level the next time they access the project.
Removing Members
To remove a member from your project:
Access Project Team:
Go to Settings > Team.
Find the member to remove:
Locate their entry in the members list.
Remove the member:
Click the action button (three dots) next to their name and select "Remove from Project".
Confirm removal:
A confirmation dialog will appear; click "Remove from Project" to confirm.
Member Removal Effects
When a member is removed from a project, they immediately lose all access to that project's content. Any records they created will remain in the system and will still be accessible to other project members with appropriate permissions.
Best Practices
Use the right role for the right purpose
Assign Project Admin roles only to users who need to manage the project's data structure. For users who only need to create and manage records, Regular User is more appropriate. Use View Only for stakeholders who only need to see results.
Regularly audit project access
Periodically review your project members list to ensure that all users still need access and have appropriate permission levels.
Limit Project Admin roles
Keep the number of users with Project Admin privileges to a minimum to maintain better control over important project data structures and prevent accidental changes to models and attributes.
Create clear data entry guidelines
Provide Regular Users with clear guidelines on data entry standards to ensure consistency in records, since they can create and edit records but may not understand the underlying data model structure.
Use project descriptions effectively
Add clear descriptions to your projects and models to help members understand the purpose and scope when they access the project, especially for View Only members who have limited interaction with the system.