How To Manage User Roles at Every Level

You can customize user permissions at the Project level, Experiment level, and Task level.

To manage the roles at the project level: 

  1. Click on the "+" sign next to the project members
  2. Navigate to the user you want to change and click on current user role
  3. A dropdown will appear; select the new role 
  4. Close out the "Manage access for [Project Name]" pop-out

project_access

Organization and Team Administrators can change roles at the project level

To manage the roles at the experiment level: 

  1. Navigate to the experiment card within a project and click on the three dots in the top right corner
  2. Click on "Experiment access"
  3. Navigate to the user you want to change and click current user role
  4. A dropdown will appear; choose the new role 
  5. After changing the experiment role, the window will update with the new role and the location it was granted.
  6. Close out the "Manage access for [Experiment Name]" pop-out

 

Only Project Owners can change roles at the experiment and task level

To manage the roles at the task level:

  1.  When on the protocol screen, click on the information icon  next to "Details"
  2. Click on "View task access"
  3. Navigate to the user you want to change and click current user role
  4. A dropdown will appear; choose the new role 
  5. After changing the task role, the window will update with the new role and the location it was granted
  6. Close out the "Manage access for [Task Name]" pop-out

    Changing task member roles


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