Project Teams

The Project Teams tab allows you to have complete control over how users can interact and view your projects. When viewing a project simply click Team from the row of tabs at the top of the interface.

You’ll now see a list of all the users on that project. The permissions that each user has are shown in the middle of each row and are colour coded for ease of viewing.

Adding Users

To add someone to the team click Add User in the top right of the interface. You’ll then have three options: User, Group, Public Project Team Template.

 

User

  1. Click on User to open the Add User window.
  2. Type the name of the user you want to add, a list will populate as you type.
  3. Click the name of the user you need. Their user name and email address will then appear in a blue bubble.
  4. Repeat this process for all the users you want to add with the same role{{Project Roles}}.
  5. Select the folder or folders you want the user(s) to access. Use the “Ctrl” key on Windows or the “Cmd” key on a Mac to select multiple folders.
  6. On the right you can set the role for that folder using the dropdown list (the roles you see may look different to the screenshots depending on how your account has been set-up).
  7. Set an expiry date (if it’s not required then leave this blank).
  8. When you’re done click add role and the name of that role will appear by the folders you've selected.

You can repeat this process to add different roles for different folders and when you’re done click Save.

If you want the user to access the entire project select the topmost folder and then tick the Include Subfolders option on the right.

Groups

  1. Click on Group to open the Add Group window.
  2. Type the name of the group you want to add, a list will populate as you type.
  3. Click the name of the user you need. Their group name will then appear in a blue bubble.
  4. Repeat this process for all the groups you want to add with the same role{/s}.
  5. Select the folder or folders you want the user(s) to access. Use the “Ctrl” key on Windows or the “Cmd” key on a Mac to select multiple folders.
  6. On the right you can set the role for that folder using the dropdown list (the roles you see may look different to the screenshots depending on how your account has been set-up).
  7. Set an expiry date (if it’s not required then leave this blank)
  8. When you’re done click add role and the name of that role will appear by the folders you've selected.

You can repeat this process to add different roles for different folders and when you’re done click Save.

If you want the user to access the entire project select the topmost folder and then tick the Include Subfolders option on the right.

Public Project Teams Templates

Templates are created by your Adstream account administrators, the key difference with the templates is that the roles for each user within the template are already defined. So when adding a template you only need to choose the template you want to use from the dropdown list and the folders you want the users of that template to access. Everything else permissions wise has already been set up. (You can later go ahead and change permissions or delete indivdual users and as long as the project isn’t published they won’t get notified).

Manage Permissions & Delete Users

To change the role a user has:

  1. Click the user’s name in the list and their details will now appear in a pane on the right.
  2. Click Manage Permisions to open the edit role window and use steps 5 - 10 listed above{/s} to set the roles for each folder.

To remove one or more members of the team, select the users you want to remove by hovering over that row and clicking on it, you’ll see that this row now turns blue. Then simply click remove in the top right.

The project team that you setup here can be saved as part of a project template. Saving you from having to repeatedly create the same project teams.
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