All Members

Members represent all users who are associated with projects through teams and roles. It defines who is involved in project execution, how responsibilities are assigned, and how task ownership is managed.

Members are the actual users who perform work within a project. They are mapped to roles and teams, which determine their responsibilities and participation across different projects.

It helps in identifying:

• Who is working on the project

• Who is assigned to specific roles

• Who is responsible for tasks

A member can belong to more than one team and can have different roles across different projects. Task ownership and assignment are mapped to members, ensuring each task is assigned to a responsible user based on their role within the project.

What you see on the screen

• List of users with:

  • Username

  • Associated projects

  • Team

  • Role

  • Reporting To

  • Task count

Add Members

To add members and assign them to roles within Project Management:

• Click the + Add option available on the top-right corner and select Add Members.

• The View Members sidebar opens, displaying existing member-role mappings.

• Each row represents a role with associated members.

• To create a new mapping, click Add Items.

• In the newly added row:

  • Select one or more users from the Members dropdown.

  • Select the corresponding Role from the Select Role dropdown.

• You can add multiple rows to map different members to different roles.

• Use the delete icon to remove any mapping if required.

Click Save to apply the changes.

This configuration ensures that selected users are assigned appropriate roles within projects and can participate in task execution in line with their assigned responsibilities.

To enable project-level access and control user actions, required privileges must be configured in the Roles & Privileges module.

Roles created in Project Management depend on these privileges to define permissions such as view, create, edit, delete, and workflow actions (for example, approval or review).

Ensure that appropriate privileges are assigned to a role before associating it with users. If the required privileges are not configured, the user will not be available for selection or visible within the Project Management module.