Manage Users in the Account

View Account Members

To view Account Members:

1. Click  > Account Administration in the top navigation bar. (Or My overview > Account administration.)
2. Click the People tab to see a list of account members.

Add Account Members

Account administrators, co-owners and owners can add account members.

1. Click the Add members button on the top left corner of the People tab.

   

2. A new window appears.
   1. If you are adding external members, type the email address of each member you want to add.
   2. To add existing members who are not yet members of the account, select the member's name from the available list.
3. An invitation email is sent to the new member(s):
4. New members who do not have a member account with ProjectPlace are prompted to register, creating a new member account. Until they have registered as a member they will appear as an "Unregistered" email-address in the member list.
5. You can select the language for the invitation email from the available list. Languages include: Danish, Dutch, English, French, German, Norwegian, Swedish, and Spanish.
6. Click the Add Members button to send the email invitation.

   

Adding Account Administrators

Only account owners and account co-owners may promote users to account administrators. 

1. Navigate to the People tab.
2. Click the checkbox next to the member you wish to make an account administrator. 
3. Click the Action menu (⋮) in the upper right corner of the detail pane and select Promote to administrator

Adding Account Co-owner

Only account owners may promote users to account co-owners. 

1. Navigate to the People tab.
2. Click the checkbox next to the member you wish to promote to co-owner. 
3. Click the Action menu (⋮) in the upper right corner of the detail pane and select Promote to co-owner
4. Only account administrators can be promoted to co-owners.

Change Owner of the Account in Account Administration

If you are the owner of an account - you can transfer your ownership to another account member. The new intended owner must be at least administrator for the option to show up.

Warning: If you relinquish ownership - you will become an administrator of the account and you will not be able to re-instate yourself as the owner.

To transfer your ownership to another account member:

1. Navigate to the People tab in Account Administration.
2. Click the checkbox next to the administrator or co-owner you wish to transfer your ownership to.
3. Click the Action menu (⋮) in the upper right corner of the detail pane and select Make account owner

Reset Two-Step Verification for Account Members

As an administrator, you can reset two-step verification for account members (except the account owner) if they lose access to their two-factor authentication. Follow these steps:

1. Verify the user's identity.
2. Go to the People tab in Account Administration.
3. Locate the user and click the Action menu (⋮) in the upper-right corner of their detail pane.
4. Select Reset two-step verification.

The user will be signed out of active sessions and their account will be blocked until they change their password. They'll receive an email to reset their password and, if two-step verification is enforced, will need to set it up again.

View and Edit Account Member Details

To view and edit an account member's details: 

1. Click the checkbox next to the member's name.
2. In the detail pane, you can view and/or edit the member's:
   1. Profile: Title, Department, and Email address.

                 

      NOTE

      An account administrator can add a new email address to a members account, which might be required if the member's email address has changed and they cannot log in using their old address to change it themselves. To add an email address, click the Add email link under the Profile section. The new email address must match one of the email domains added to the account. The email address that the account administrator adds will be set as the new primary email address. When the new email address has been added, an information email is sent to both the member's old primary email address and the newly added email address. 

      This functionality is available only for accounts that have enforced emails enabled for them, so if the Add email link is not visible, submit a ticket to ProjectPlace Support for assistance enabling enforced email domains.

       

       

                 

   2. Content: The number of Workspaces, Portfolios, and Teams the member is part of.
   3. Account permissions: Use the toggle to specify whether the member can:
      • Create workspaces.
      • Administer requests. Access rights can also be set on a department level. 
      • Access the Workload tool. Access rights can also be set on a department level. Note that access to the Workload tool is also given to Workspace administrators or Team administrators by default, however filtered to only show workspaces or teams they are administrators of.  
      • Access the Portfolios tool.
   4. Cost Code: The cost code associated with the member.
   5. Department: The department to which the member belongs.
   6. Workspaces: (not shown) The workspaces to which the member belongs.
3. You can communicate with a member by clicking the Send email link.

Delete Account Members

To remove or delete account members:

1. Navigate to the People tab and select the member that needs to be removed or deleted from the account. In the details pane that opens, click the action menu icon (⋮) in the top right corner Delete account members. 
2. If you try to remove an account member who is a Workspace owner (a), Template owner (b), or a Team owner (c), you must first transfer ownership to another account member before removing or deleting that account member.
3. A guide will show up allowing you to pick who should take over their ownership responsibilities.
4. Click Remove.

Add or Remove Departments

To add or remove departments from the account:

1. Navigate to the People tab.
2. Click the Settings icon  from the right side of the tool bar, then click Department. A new window appears.
3. Account administrators can set the following settings:
   1. Select the check box to request those account members who have not assigned a department to select a department during the login process.
   2. Click the Add department icon  to add departments to the account.
   3. Rest the cursor on any department that you want to delete. Click the remove icon  that appears to the right of the department's name.

                 

      NOTE

      When a department is deleted, all members belonging to the deleted department will no longer have a department assignment.

                 

   4. Click Save to save your changes.