Managing Organization Projects

How to View Project Users

1. Click on a project from the organization page.
2. View the Invited table showing pending invitations.
3. View the Project users table showing active users with their name, email, role, and phone number.
4. Click the Close button to exit the modal.

How to Invite Users to a Project

1. Click the Invite users button.
2. Enter the user's email address in the email field.
3. Select a role from the dropdown: Manager, Planner, or Viewer.
4. Click the + button to add another user, or click Send invitations to complete the process.

Valid email requirements

• Email must be in a valid format.
• Email cannot already be associated with the project.

How to Manage Invited Users

1. Locate the user in the Invited table.
2. Right-click on the user's row.
3. Select Change role and choose Manager, Planner, or Viewer.
4. Or select Remove invitation to cancel the pending invite.

What happens when users respond to invitations

• Accept: The user is moved from the Invited table to the Project users table.
• Decline: The invitation is removed from the Invited table.

How to Manage Project User Roles

1. Locate the user in the Project users table.
2. Right-click on the user's row.
3. Select Change role and choose Manager, Planner, or Viewer.

How to Remove Users from a Project

1. Locate the user in the Project users table.
2. Right-click on the user's row.
3. Select Remove.

How to Filter Projects

1. Click the Filter button.
2. Enter search criteria in the search bar:
   • Project name
   • Project code
   • Email address (updated by)
3. View the filtered results.

Tactplan Schedule - Plans_Client - Projects (2.4.0)