In the Project List view, choose the project that you want to use and click on the Member icon to open the Collaboration Management window.
In the Overview tab, the Member icon is in the upper right corner.
Contents:
Add/Delete Members
To add a new member, enter a valid email address and initially set the Project Role. Then, click on Add.
There are five options for Project Role:
Manager |
can add/delete/edit members, role, access level, notification setting can add/delete/edit all folders and folder contents can use all features |
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Can Edit with Unlimited Access |
can add/delete/edit all folders and folder contents feature access depends on what the Manager has set |
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Can Edit with Limited Access |
can add/delete/edit assigned folders and folder contents feature access depends on what the Manager has set |
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Can View with Unlimited Access |
can view all folders and folder contents feature access depends on what the Manager has set |
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Can View with Limited Access |
can view assigned folders and folder contents feature access depends on what the Manager has set |
Once done adding members, click on Submit.
The invitees will receive an email notification from InQuartik. When they click on the link in the email invite, the Status in Collaboration Management will change from “Send” to “Active”.
FAQ: Project invitee did not receive an email invitation
To delete a member, click on the Delete icon in Collaboration Management. A prompt to confirm will appear, click on Confirm. Then, click on Submit for this change to take effect.
The deleted member will not receive any email notification.
Change Folder Access
Folder Access is dependent on Project Role.
For those with Manager, Can Edit with Unlimited Access, and Can View with Unlimited Access roles, all folders in the project are accessible. For those with Limited Access, the Manager must select which folders can be accessed.
To change folder access, the project Manager can go to Collaboration Management and click on the dropdown for Folder Access to select folders. Then, click on Submit.
Note: Selecting the folder does not automatically select the sub-folders.
Change Feature Access
Feature Access is independent of Folder Access. This is a project-level setting.
There are 3 permission options:
Can Use (not applicable for Project History) |
Unlimited access and can create |
Can Read | View access and cannot create |
No Permission | No access at all |
To change feature access, the project Manager can go to Collaboration Management and click on the dropdown for each feature (Analysis, Automatic Monitoring, Memo, Project History). Then, click on Submit.
Change Notification Setting
There are 4 types of email notification triggers: Analysis, Monitoring, Memo and History.
Every project member can change his/her own notification setting. The project Manager can set for all members and override individual members’ settings.
Manager view
Go to Collaboration Management and click on the dropdown for Email Notification. Then, click on Submit.
Member view
In the Overview tab, click on the mail icon . Select which notifications to enable then click on Submit.