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Managing users in a project

How Project Admins can manage users

Updated over a year ago

In ClearView Flex, a Project is the entity that holds all of your Flexboxes, groups, users,

credits etc. Projects can then be sub-divided into smaller groups if desired.

Project Admins have the ability to manage a project at this level.

It is possible for a user to be a Project Admin or Group Coordinator of multiple projects and in which case, you will see the project selector as part of your navigation panel. If you have multiple Projects, and you would like them to be combined and instead sub-divided by groups, please get in touch with Sohonet Support and we’d happily assist you with this.

Managing users

You can manage your Users in your Project from the Users page from the navigation bar.

Adding a new project user

You can add a new user by clicking the “Add user” button.

Please note that a user’s role is persistent across all groups. If you are an admin you have access to manage all groups, Flexbox settings and user permissions under your project

Removing user(s)

To remove user(s), check the checkboxes of the user(s) you wish to remove, then click the Remove button. You can then confirm their removal on the Remove User modal.

Please note that when removing users from the Users page, they will also be removed from all groups in your project.

Adding user(s) to a Group

You can add multiple users at a time to a group by selecting them with the checkboxes, clicking the “Actions” button and selecting “Add to Group”.

You can then choose the group you would like to assign them to and also select whether they have the Group Coordinator permission.

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