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User management in a project

hlageek edited this page May 12, 2024 · 5 revisions

To manage users in a project, you must log in as a project administrator. This permission is granted to the user in the user management module.

Open the project you want to manage. On the project page, select the Manage users tab. The list of users in the project will be displayed.

If you click on the plus sign to the right of a user, their permissions will be displayed.

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To add a user to the project, click the plus icon. A box will appear and when you click it, you will see a list of all users. If you don't see the users you want listed, these users have not yet been added to reQual in the user management module. On the other hand, if they are in the list, you can select one or more of them and click the Add User button to add them.

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When a new user is among the project users, you need to check their permissions and modify them if necessary. Finally, it is important to remember to save the permission change. Users can view their permissions by clicking on the icon next to their name in the top right.

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In terms of permissions, we can most often encounter three types of users.

  • Project Administrator, who created the project and who has all the permissions.
  • Team Member, who has similar permissions as the administrator, but can only change what he/she put into the project (documents, codes, categories, notes).
  • Coder, typically a student working on a coding task, who can see others' documents, codes, and categories, enter her attributes, tag segments, and create notes.

To remove a user from a project, click the minus icon, select the user you want to remove, and click the Remove User button.

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