Managing Project Members

enaio® coLab • 11.10 »

Project room owners and project members with a corresponding user-defined role have the option of managing the participants of the project rooms they are members of in the settings view. Click the Settings icon Settings icon in the main navigation to open the settings view.

Project room owners and project members with a corresponding user-defined role can change the role of project members and delete project memberships in the Members icon Members settings area in the settings view. The changes only apply to membership in one project room. Membership in other project rooms remains unaffected by the changes.

Changing the Roles of Project Members

Project room owners and project members with a corresponding user-defined role can change the roles of project members in the Members icon Members settings area.

  1. In enaio® coLab, open the project room in which you wish to change the roles of project members by clicking the tile of the required project room on the Project rooms icon Project rooms home screen.

    If you selected the Slim, Slim +, or Horizontal menu type, you first have to click the Home page icon Home icon in the main navigation before you can click the Project rooms icon Project rooms icon in the submenu that opens.
    If you selected the Overlay menu type, you first have to click the Main navigation icon Main navigation icon in the coLab header before you can click the Project rooms icon Project rooms icon in the main navigation bar that opens.
    You can find more information about the menu types that are available at Customizing the User Interface.

  2. Open the settings view in the project room by clicking the Settings icon Settings icon in the main navigation of enaio® coLab.

    The settings view appears.

  3. Click the Members icon Members tab in the settings view.

    The Members icon Members settings area will be displayed.

  4. In the Members icon Members settings area in the members table, click the More actions icon More actions icon of the project member whose role you wish to change.

    The dropdown menu containing additional functions opens.

  5. Click the Edit role icon Edit role icon in the dropdown menu.

    The Change role dialog will open.

  6. Open the list of available roles in the dialog by clicking the roles field.

    There, you can choose between the default roles (Guest, Member, and Owner) and user-defined roles (if any have been created by your coLab administrator).

  7. Select the required role and then click the Apply button.

The selected role is assigned to the project member.

The new role is shown with the corresponding member in the members table.

The following tables show which changes in rights are associated with adjusting default roles.

  Guest Member Owner coLab administrator

Edit task

 x x x  
Create task x x x  
Delete task x x x  
Hide/show
task area		   x x  
Edit task group x x x  
Create task group x x x  
Delete task group x x x  
Replace file   x x  
Download file x x x  
Delete file     x  
Cancel sharing     x  
Share file     x  
Rename file     x  
Add new file   x x  
Create invitation     x  
Delete invitation     x  
Change the role of a project member     x  
Create custom roles       x
Delete project membership x x x x1
Edit message x x x  
Create message x x x  
Delete message x x x  
Hide/show
message area		   x x  
Hide/show
e-mail notifications		 x x x  
Edit project room description     x  
Rename project room     x  
Edit query depth     x  
Delete project room     x x2

1 In all project rooms, except the project room owner. In project rooms, in which coLab administrators are also a member, you can delete the membership of project room owners.

2 All project rooms.

Unless stated otherwise, the assignment of rights applies only to the project room in which you are a member. This means, for example: the rights as project room owner are granted to you only for the project room in which you are project room owner. If you are a 'Guest' in another project room, you only have the rights of the guest role there.

Ask the coLab administrator if you want to know what rights a user-defined role has.

Deleting Project Memberships

Project room owners, project members with a corresponding user-defined role, and coLab administrators can delete project memberships:

  • Project room owners and project members with a corresponding user-defined role can remove project members from their project room by clicking the Delete member icon Delete member icon in the Members icon Members settings area in the project members table in the More actions icon More actions dropdown menu of the corresponding member and pressing the Delete button in the confirmation dialog.

  • coLab administrators can remove project members (except for the project room owners) from all project rooms.

After confirming the confirmation dialog, the project membership of the selected coLab user will be deleted. The coLab user is no longer a member of the relevant project, but still has a user account and can be a member of other projects.

The membership cannot be restored once it has been deleted. A deleted project member needs to be invited again before they can regain access to a project room (see Inviting Project Members).

If a project room has several owners, a project room owner can also delete these, except for the last owner. If you try to delete the last or only owner of a project room, you will receive a warning and the deletion process will be canceled. You have to delete the project room in order to delete the last or only owner of a project room (see Deleting Project Rooms).

The assignment for tasks that were assigned to deleted project members is lost. The links in task notification e-mails also lose their validity.

You can find information in Inviting Project Members on how to delete invitations.