User manual

Table Of Contents
12 If you are finished creating the member click the Create button,
otherwise click the Project Memberships or Groups Memberships tab to
add the member to a project or a group.
Member Profile
In this tab you select the attributes that you want to be associated with the
member. The attributes displayed in this dialog box come from the
Attributes
Tab
(page 67). By applying attributes to a member you are categorizing the
member, thus making it easier to search for the member by attribute name.
The attributes that can be applied to a member are: Preferred Contact Method,
Rating and Trade.
1 Click the drop-down arrow for the available attributes and select a value.
2 Click Create.
Project Memberships
1 From within the New Member dialog box click the Project
Memberships tab. In this tab you can add or remove members from a
project, set their permission level and set their administrative rights.
2 Set the administrative rights for the member.
Site Administrator Grants the user access to all files and data
on the site, as well as full control to make changes to permission
settings and project and group membership.
When you select this option a warning dialog box is displayed,
reminding you of a Site Administrator's ability to affect site and
project administration. This is a powerful permission setting, assign
it carefully!
Add New Member/Edit Member Enables the member to create
new site members and site level groups. You will also need to give
the member the permission of administrator to at least one project.
This option is not necessary to create a project administrator.
3 Click the Add to Project toolbar button. The Add to Project dialog box
is displayed. Select a project and a permission level and click OK. The
project is displayed in the project list along with the member's permission
level for that project.
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