This guide concentrates on efficiently handling project member roles and providing instructions for tasks such as adding, managing, editing, and deleting members within your project.
Managing Project-Level Roles
Initiate your research management by adding project members to your Project Dashboard. Simply input their email addresses to assign roles, tailoring access levels based on their tasks. Current available roles include:
- Project Owner
- Editor / Collaborator
- Recruiter / Omnirecruiter
Project Owner Role
The project owner must be a team member within an organization. Team leaders are able to assign a project owner when a new project is created.
A project owner cannot be deleted from a project but can transfer the management of the project to another team member in the organization. To transfer the project to another team member, the project owner can go to the 'Settings' tab.
Click the 'Project Owner' dropdown to transfer ownership of the project. Once the project has been transferred, that account will no longer have access to that project.
If this field is left blank, it will not transfer ownership and the project owner will remain the same one who was last assigned to the project.
A project-level "View-Only" role, is a light-weight user role that can be prompted to have an account and get access to project recordings page, highlight reels page, and Self Capture page (if applicable) in the project to view that content over many sessions within the project.
This role will not have access to the recordings page share/download/import capabilities.
Additionally, if a moderator link to a session or a Personal Meeting Room link is shared with a Viewer from a project they are a part of, the Viewer is able to log in as a moderator for that session. The Viewer will not have access to any other parts of the project, so additional features like project settings, stimulus, polls, recruitment scheduling, and discussion guides would need to be set up for the Viewer by a Project Owner, Editor, or Collaborator in that project, in advance if they are expected. The Viewer can use the Personal Meeting Room link to practice the functionality before the session starts.
Note: Viewers will not have access to the an Overview page, so they will need to track the sessions they are invited to off platform. Setting the Viewer as a moderator on the Overview page will send the Viewer a calendar invite but not make them a collaborator. To allow further access to manage sessions and receive invites, they will need to be added as a collaborator on the project.
The Project Level Permissions support article can serve as a guide to what permissions each role has when creating your project.
Managing Project Level Roles
To manage the project members in the project, click the 'Manage Members' button on the 'Overview' page. There will also be a displayed count of how many users have been assigned roles to this project.
This will bring up the manage member modal and will display a full list of all the current users on your project.
The Project Owner will always be listed at the top of this view, but cannot be edited from this view.
Adding Project-Level Roles
To add a project member, click on "Manage Members" and then "Add Project Members".
To add a new member, simply select their role from the drop-down list and input their email address. If you're adding multiple users at once, separate their email addresses with commas.
If these emails do not already have accounts with Discuss.io, then they will be sent an email to create an account. Current account members will not be prompted with an email.
For a list of what roles have permission to add, edit, or delete specific roles from a project, please refer to the project-level permissions support article.
Once the email(s) have been added and the role selected, click save and the user(s) will be added to the project.
Roles will be grouped together by role and listed in the hierarchy of different role permissions. They will be listed in alphabetical order per group category.
Editing Project Level Roles
To edit the role of a project member within the modal, click the role dropdown next to the project member's email that needs to be changed.
For a reference as to what roles can edit different role settings, please refer to the Project Level Permissions Support Article.
Deleting Roles From A Project
To delete a project member from the project, click the trash can icon next to the email and the role that needs to be removed.
IMPORTANT - Deleting a user from the project will not delete the user's account. Please contact your account manager to delete an account permanently.
Adding Project Members When Paid Seats Are Available
Adding Project Members When Seats are Not Available
Making a Seat Request While Adding a New Member to Your Project
Cancelling a Seat Request