User manual

NOTE To create multiple site members without leaving the window, click Create
as you complete an individual's record. The new record is completed, and you
can continue to add additional members without leaving the Site Administration
window. To close the window and accept changes you have made since the last
time you clicked Create, click Close.
See also:
Editing a Member (page 94)
Permissions (page 130)
Members Tab (page 58)
Editing a Member
Site Administrators can make changes to site member information over the
life of a project. (Project administrators can only remove members from a
project that they administer, and create or edit members if they have New
member privileges.) Site administrators can also disable a user, which restricts
that member's access to the project or site without requiring a change to the
member's permissions.
If the member has never logged in, then the Send Welcome Email button is
enabled. If the member has previously logged in then the Reset Password
button is enabled.
To edit a member's information:
1 In a member management window select a member, right-click and
choose Edit.
2 Click the General tab make changes as needed to the Identification,
Company or Contact information.
3 Click OK.
To add a member to a project:
1 In a member management window select a member, right-click and
choose Edit.
2 Click the Project Memberships tab.
94 | Chapter 6 Site and Project Administration