Associating Projects With Users and Teams

Administrators can associate users with teams and projects in the system.

  • Associating users with teams is a convenient way to set the same permissions for a group of people. It also makes it easy to send messages to those who are designated as authors on the license. Also, if you intend to have private output (i.e., output where users must log in), it is necessary to associate those users (authors, SMEs, or viewers) with a team, and then associate that team with the appropriate site.
  • Associating users with projects gives those users access to specific projects. Without access to a project, a user—even an administrator—cannot open that project to view it or work in it. You can only associate authors with projects; you cannot associate SMEs or viewers with projects.

Permission Required?

For this activity, you must have the following permission setting:

For more information about permissions, see Setting User Permissions or Setting Team Permissions.

How to Associate Projects With Users and Teams

The following steps show how to make associations in the project profile. However, you can also open the user profile or team profile and do the same.

  1. Make sure you have already created the team(s) and invited the user(s).
  2. On the left side of the interface, click Projects.
  3. Click the project’s avatar.
  4. On the left, click Access.
  5. Click Edit.
  6. In the Teams section, you can associate teams with the project.
  7. In the Users section, you can associate authors with the project.
  8. Click Save.

Note Associations between users, projects, and teams are treated separately. Therefore, if one connection is severed, another one remains.

For example, let's say you open a team and associate it with a user and a project. This means that both the user and project are associated with that team, but the user is not automatically associated with the project. You need to manually associate the user with the project. This is an extra step, but if you then remove the user from the team, that person is still connected with the project.