- [Instructor] So now that I have
a Master Member Directory for my account,
and I have considered all of my roles,
I'm now ready to begin adding members
to the individual projects within my account.
Now, I've got three projects currently
showing in my account.
Your screen might vary
depending on what you've added to your account.
So it's not really that important what projects you have
or what they're named,
just so long as you understand the process of
adding members to a project.
So, I'm starting here on the Account Admin page,
but as soon as I click on one of my projects,
it will take me into the project admin for that project.
So I'm going to click on Nadia's as garden right here,
and notice that that changes me
to the Project Admin module here
and puts me inside that project.
Now, another way that I could do that is
to go back to Account Admin,
so I'll click here on the module Picker,
go back to Account Admin that takes me back
to the top level where I was a moment ago,
and then if I use this dropdown up here at the top,
you can go to your projects from this list as well.
So, if I go to Nadia's as garden here,
that's the same as if I had clicked it in the list.
So, either one takes you to the same place,
and I'm now looking at the Project Admin.
Now I'm here on the members page,
and you can see that I am currently
the only member of this project.
So, as the project starts to ramp up
and I need to start bringing on more staff to this project,
it's time for me to begin adding some members.
So, the process is really simple.
I will click the Add button right here,
and then I can begin typing in the member names
from my Master Account Directory.
So, I'm going to start with Freya,
and all I have to do is begin typing
a few letters of her name
and it will search both her name
and her email address, looking for a match.
So, notice that FR yielded Freya's name,
and I can just simply choose her off the list
and that adds her.
So next, I'm going to invite Deshi,
now notice that when I typed the letters DE
there's actually two matches,
so, it looks anywhere within the name or the email
for the combination of letters you type.
So DE occurs in Deshi's first name
and it occurs here in Shed's last name.
But I'm going to add Deshi by choosing her off the list.
So I'll start with just these two users,
and once I have the users chosen that I want,
I just click this Select button here
and that adds them to a list.
Now, notice that their companies
and their roles are already filled in.
So, if you recall the video where we added companies
and members at the Account level,
this was the value of putting that information in
ahead of time.
Because now I simply search for those users
and add them to a project
and it already knows what company they work for,
it already knows what their default role is.
Now, the other thing you'll notice is
that over here on the far right,
where we have all of our modules,
the level of access to each module is already determined
by the default role assigned to each of these users.
Now, you could change your mind,
if Deshi is normally serving the role of an architect,
but in this particular project,
she's going to serve a different role.
I could click the X and remove that role,
and then click again on the dropdown here
to begin looking for some other role
that I want to assign Deshi to.
Like perhaps, she's going to serve
the role of analyst in this project.
Now notice what that did.
When I chose analyst,
it actually added membership to the Insight module.
Now, what it did not do was actually removed
the membership from design collaboration.
So once that membership was granted,
I would have to actually remove it
if I wanted her to be strictly an analyst in this case.
And, if you think back to the video where we defined roles,
you'll remember that we define this role of analyst.
Now, another thing that you can do here
is you can actually add a second role.
And notice that, that would go back
and re-add design collaboration again.
So, when you add multiple roles,
it'll actually stack up
their access levels in a cumulative kind of way.
And then of course, you always have the option
to override any of this after you've added all the roles in,
by simply making another choice here
to make something custom specifically for this user,
and if I change my mind,
it'll go back to whatever it was by default.
So that just gives you a few different ways that you can
understand how the access to each module
is going to be given by default based on the roles,
and then how you can further customize it.
Now, most important thing here is
don't forget to click this Add to project button here.
I sometimes do this,
you figure you're done here
and you click off into some other tab,
and then later you realize none of those users were added.
So, what you're doing is building a list
and then you still have to click Add to project
to actually complete the process and add the users
with that level of access to your list.
Now you can see my Project Members Directory here
includes my two new members complete with
whatever level of access you gave them.
But you can still customize it here,
by changing it after the fact.
It's not a permanent thing,
you always have the ability to modify that.
So let's add one more member
and we're in the Project Admin level here,
but just the same,
I can start typing a few letters of the person I want to add
and notice that,
if that person is not part of my Master Directory,
then nothing appears on the dropdown list.
But I can still type in their entire email address,
just the same, press Enter
and it will add that user just as if
I had chosen it off the list.
So, when I come over here and I click Select,
it will add the user but the only difference is
this time it won't be able to fill in the company
or the role or the name automatically
because it has nothing to reference from
our Master Directory.
But you can easily
fill in this information on your own here.
So, Howie happens to work
at Foundation Structural Engineering,
so I'll choose that from my company list,
and his default role
will be as a structural engineer.
So I'll look through the list here
and we have engineer as a role,
and you'll see that
that grants him membership to those two modules.
So, I'll add Howie to the project
and then you'll see him appear right here.
So, what was the difference between adding him that way
versus the way we added Freya and Deshi?
It's very subtle, but the difference is simply that
Freya and Deshi already had their company
in their default roles assigned to them,
so it was a little bit quicker and easier
to add them to the list,
Howie took a few extra steps in order to add him.
So, you can always add members at either level.
At your Account level or your Project level.
I still think it's a little nicer
to do it at the Account level first,
but it's entirely up to you,
whatever suits the needs of your project.
So we now have our complete list of users added to our list
and we're ready to move on to the next step
of our Project Administration.