Adding and removing users and groups in projects

Add users to a project to give them access to it. You can also remove users who no longer need access to a project.

You can also add users to project from the Users list. Right-click the user name in the list, choose Add to project, and select the project to add the user to.

1. Select Admin.

The Admin area opens.

2. Select Projects.

The Projects list opens.

3. Select a project.

4. Select Add/remove users.

The Add/remove users dialog opens.

5. To add a user or group to the project, select the user or group in the Available users list and select > to move them to the list of users in the project. You can also right-click a user or group and select Add users.

Groups are displayed in bold. indicates a global group and indicates a project group. Choose a group and select Show group members to see the users in the group. You can also right-click the group and choose Show group members.The Members of Group dialog opens. You can search for users in the group. You can also choose users and select Copy to clipboard to copy the user and group information to the clipboard and paste it elsewhere. Select Close when you finish. See Adding user groups for information about adding groups to P4 Plan.

6. To remove a user or group from the project, select the user or group in the list of users in the project and select < to move them to the Available users list.

When you remove a user group a project, all references to the user in the project are deleted. This operation cannot be undone.

Users may have different roles in different projects. For example, a user may be a main manager in one project, but a passive user in another. Make sure you review the project user settings after adding a user to a project. See Changing project user settings.