Question
Under the 'Projects' tab, I see Projects created by other Account Managers and Users. I wasn't invited to these Projects, but they are covered under my Account. How do I gain access to these Projects?
Example: There is a section titled My Projects and another titled Other account Projects. I have access to the project under 'My Projects', but I have not been invited to the 'Other Account Projects'.
Answer
The Account Owner/Manager can acquire access to any Projects covered under the Account that they have not been specifically invited to. This includes Projects created by other Account Managers and Account Users. The Account Owner/Manager has the ability to add others, as well (see this article for more information: How do I invite or remove a user to my Account or Projects?).
How to gain and provide access to Projects
How to gain and provide access to one Project:
1. Click on the Project you would like to gain access to:
Note: For the purposes of adding yourself to projects, do not click on the three dots; instead, click the project tile itself.
2. A new window will open that displays all Users on the Project, and their contingent Project permissions. Click on '+New user':
3. From here, you will need to add your own email (if you are trying to join the project), as well as any other user emails. Make sure to separate email addresses with commas:
4. Select the desired project permission level for each user and click 'Send Invites':
How to gain and provide access to multiple Projects:
You can also add yourself or other users to multiple Projects, or to 'All Active Projects' at once!
- Go to the Account People Tab.
- Search and select the user name
- Click Actions
- Choose Invite to project
- From the drop-down menu, choose each project individually or Select All.
- Determine the Project role
- Click Invite users
Note: If the user's Project permission needs to be changed later, you can do this from the Project-level People Tab: What is the difference between Project Administrators, Members, and Followers?
What if I'm the Account Owner, but I'm not an Admin on one of my Projects?
Because a Project Member does not have the ability to make permission level changes within the project, you will need to first remove yourself from the project.
- Go to the Project dashboard
- Click on the three dots of the relevant project
- Select Settings
- Choose Leave
From there, you can use the Account-level "People" tab to select yourself and send an invite to the project - this time, as an Admin.
Locate your user profile by utilizing the "search" bar, then click the box to the left of your name. The "Actions" tab should turn red and produce a drop-down menu once it is clicked. Choose "Invite to project".
All you have to do from here is to pick the project you wish to join, set your access level as Admin, and click "Invite users"!