User manual

Edit a member
Click the Edit toolbar button,
. See Editing a Member (page 94) for more
information. This option is only available to project administrators with New
Member privileges.
Delete a member
Click the Delete toolbar button,
, to delete the member from the site.
NOTE Project administrators can only delete members from the site if they have
New Member privileges.
Add a member to a company
■ Select a member and right-click. Choose Add to Company. The Select
Company dialog box is displayed.
■ Select a company and click OK.
Import/Export users
Click the Import/Export toolbar button, . See Importing and Exporting
Members
(page 100) for more information.
Copy a member
You can use an existing member as a template for a new user. Select an existing
user and click the Copy toolbar button,
.
This is useful if a member exists who belongs to the same projects and has
the permissions that you want the new member to have. This is useful if you
are adding a number of members to the same projects and want to grant
similar permissions and project memberships to all the members.
Enable/Disable a Member
Click the Disable toolbar button,
, if you want to restrict a user's
activities rather than delete their records or alter their permissions settings. A
disabled member cannot log into the site. Disabling a member is useful, if for
example, an employee leaves your company. Disabling the member prevents
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