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How do I manage members?

Architect members (account admins) can manage members in the members area.

Contents

Members Area

To open the members area and manage members:

  1. Click on members in the main navigation
  2. You will see all active and archived members in the members table

Adding Members

Learn how to add members here.

Searching and Filtering

To filter or search a column in the members table:

  1. Move your cursor over (or touch) the column heading and select the filter button (next to the column sort button).

  2. Once selected, this will open the filter for that column data in which you can either do a contains search or tick the data to filter by

To sort a column into ascending or descending order:

  1. Move your cursor over (or touch) the column heading and select the sort button (next to the column filter button).

  2. Once clicked, this will sort the column into ascending or descending order

Export or Copy Member Data

Learn how to export or copy data from my account members list here.

Base Role

Each member is given a base role in your account. To change a members base role to either user, builder or architect:

  1. Double click in the base role cell of the member
  2. Select their new role from the dropdown
  3. Their role will be changed immediately

Note: member base role changes are logged in the activity log to show who made the change and what the role was changed from and to.

Base Group

Each member is given a base group in your account. To change a members base group to either internal or external:

  1. Double click in the base group cell of the member
  2. Select their new group from the dropdown
  3. Their group will be changed immediately

You can learn more about external members here.

Bulk Editing

It is possible to edit the base role and group of multiple members at one in the members table:

  1. In the base role or group column, select the cells of the members you want to edit using shift key + mouse click (to select adjacent cells) or ctrl key + mouse click (to select non-adjacent cells) – see editing multiple Gantt data points in the Gantt chart for more information
  2. Once you have selected the items you want to change, keep holding down the shift or ctrl key and double click on one of the selected cells
  3. Select the change you want to make
  4. Hold down the ctrl key and press enter (ctrl + enter) to confirm and make the changes

Date Added

This shows the date the member was added to your account.

State

Members have the following states:

  • Active = they are active in your account and have accepted your invite
  • Archived = they have been archived and can no longer access your account
  • Invited = they have been invited, but have not yet accepted their invite and become active

Archiving and Unarchiving

To archive a member and remove their access to your account:

  1. Click ... actions button for the member
  2. Select archive member
  3. The member state is immediately changed to archived and they can no longer access your account

Note: Archived members lose access to your account and their seat is now available for use. Their activity and assignment will remain for auditing and management purposes.

To unarchive a member and restore their access to your account:

  1. Click ... actions button for the member
  2. Select unarchive member
  3. Choose whether to:
    1. Reset access = remove all their previous grid and folder access and have them inherit access as if they were a new member
    2. Restore previous access = keep the grid and folder access they had before they were archived
  4. The member state is immediately changed to active and they can now access your account

Days Since Active

This shows how many days it has been since the member last logged into your account.

Authentication

This shows the current authentication (login method) used by the member, this can be one of the following:

  • Email/password = they use email and password only to login
  • Two-factor authentication + email/password = in addition to using email and password to login, they also have two-factor authentication enabled
  • Single sign-on = they do not use email and password to login, they use the single sign-on configured for the account

Grid Access

You can see a member's current grid access to audit which grids they have access to:

  1. Click ... actions button for the member
  2. Select grid access
  3. Use the table sorting and filters to review their grid access
  4. Click the grid name to open the grid and adjust their access as required

Note: architect (admin) members have access to all grids so their list be empty.