The Info Panel: Projects

As you work in the  Projects landing screen, you can expand the Info Panel to view information about projects. If you have  sufficient role privileges, you can also use the panel to add or delete project members.

The Info Panel is on the right side of the screen. Click the info icon anytime to expand/collapse the panel:

  • Select a project using the checkbox in the top-right corner of each project thumbnail. An orange checkmark and border should appear to confirm selection:

The Info panel will then show two panes, the Properties pane and the Members pane. The Properties pane shows 

  • To add a new or existing user to the project, type their email in the address field and use the drop-down menu to assign them one of the five member roles. Then, click the + icon add the member. If you email you entered belongs to a registered user, they will be added to the project its parent organization. Otherwise, an invitation email to join the app /view your project will be sent to the address entered.
  • The ‘x’ delete button appears next to any members your project role allows you to manage, including yourself. Use these buttons to remove yourself or others from the selected project. NOTE: Be careful to not accidentally click the remove buttons, as this instantly deletes the user -- you will NOT be prompted to confirm your intent to delete!
  • Click the i-panel icon again to collapse the panel when you’re finished.

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