Project administrators can invite people to projects, edit project member access rights, send email messages to project members, and remove people from projects.

For details, see the following sections:

• Inviting people to projects
• Resending invitations to projects
• Viewing project members
• Editing project member access rights
• Sending mail to project members
• Removing people from projects 
• Troubleshooting

Inviting people to projects

Project administrators can invite people to projects.

To invite people to a project:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

5. Click in the Enter email or select a user box.

   

   This opens a list of Revizto license members. For registered Revizto users, it displays names and email addresses. For users who have not completed their registration, it only displays email addresses.

   

   Troubleshooting:

   • I don’t see the Enter email or select a user box.

6. Select people that you want to invite. You can start typing names or email addresses to find them.

   You can also type several email addresses separated by spaces, commas, or semicolons, and then, in the drop-down list, click "<email addresses> - invite new user(s)."

   

   Troubleshooting:

   • I get the error: "<email addresses> weren't added because of the wrong email format."
   • I get the error: "You can only invite people from the same Revizto license because of your current permissions within the license."

7. In the Set project role list, select a role for the listed users.

   

   A role defines their access rights in the project. When you select a role, you can click to view its details.

8. Click Invite.

   

   This sends an invitation email to each user.

   Troubleshooting:

   • When I invited a user to a project, instead of the project role I selected, the user was added with the  "License administrator" role.
   • I get the error: "<number> people weren't added because you've reached your license limit. Please contact your license administrator to solve the problem."

Resending invitations to projects

If a person that was invited to a project has "Pending" status in the list of project members, they haven't completed their registration at Revizto Workspace and they cannot access the project. A project administrator can resend them the email with the registration link.

To resend an invitation:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

5. Select the check boxes next to one or several users with "Pending" status, and then click Resend invitation.

   

Viewing project members

Any project member can view the list of project members.

To view project members:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

   You can filter the list of project members by status, role, company, department, and location. To clear the filter, click Reset.

   

   You can sort the list of project members by clicking some column headers. To change the sorting order, click the same header again.

   You can show or hide list columns by clicking in the upper-right corner of the list and then selecting or clearing the check boxes next to column names.

   Troubleshooting:

   • I don’t see a filter by company, department, or location
   • A project member's status is "Pending," what does that mean?
   • A project member's status is "Pending approval," what does that mean?
   • A project member's status is "Suspended," what does that mean?

Editing project member access rights

Project administrators can edit the access rights of project members, except for the project owner, license administrators, and themselves.

To edit project member access rights, use one of the following methods:

• Editing access rights for a single project member
• Editing access rights for multiple project members

Editing access rights for a single project member

To edit a project member’s access rights:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

5. In the Project Role column, click the edit button next to the project member role.
6. Select a new role and click Apply.

Editing access rights for multiple project members

To edit access rights for multiple project members:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

5. Select the check boxes next to project member names and click Set project role.

   

6. Select a role and click Apply.

Sending mail to project members

Project administrators can send email messages to project members directly from Revizto workspace.

To send mail to project members:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

5. Select the check boxes next to project member names and click Send email.

   

6. Complete the email message fields and click Send.

Removing people from project teams

Project administrators can remove people from projects, except for the project owner.

When a user is removed, the following rules apply:

• The user's reports, dashboards, and dashboard presets that are shared with other users are transferred to the project owner.
• The user's reports, dashboards, and dashboard presets that are not shared with other users are deleted.
• The user is not removed from any issue fields, such as Reporter, Assignee, or Watcher. However, instead of their name, these fields show their email address.
• The user stops receiving email notifications from the project. 

To remove people from project teams:

1. Sign in to ws.revizto.com.

2. Go to Tools, and then select My projects.

   

3. Open the project.

4. In the left pane, click Project Team.

   

5. Select the check boxes next to project member names and click Remove from project.

   

6. In the Remove members dialog box, click Remove.

Troubleshooting

Q: I want to invite people to a project but I don’t see the Enter email or select a user box.

A: You don't have enough rights. Ask a project administrator to invite them.

Q: When I invited a user to a project, instead of the project role I selected, the user was added with the  "License administrator" role.

A: This user is a license administrator. Such users always have the "License administrator" role in the project; it provides the same rights as the "Project administrator" role.

Q: I get the error: "<number> people weren't added because you've reached your license limit. Please contact your license administrator to solve the problem."

A: If you are a license administrator, go to License Management Tools > User Management and deactivate some license members, or request a license upgrade from your sales manager.

If you are not a license administrator, contact the license administrator. See their contacts in Tools > License Info.

Q: I get the error: "You can only invite people from the same Revizto license because of your current permissions within the license."

A: You do not have enough rights. Ask the license administrator to add the user to the project license, and then you will be able to add them to the project. See the license administrator contacts in Tools > License Info.

Q: I get the error: "<email addresses> weren't added because of the wrong email format."

A: A correct email address should look like "person@example.com." If you paste an email address, ensure that there are no extra characters at the beginning and at the end.

Q: A project member's status is "Pending," what does that mean?

A: The user hasn’t registered at Revizto Workspace. You can resend the email with the registration link.

Q: A project member's status is "Pending approval," what does that mean?

A: The user's authentication parameters require a license administrator's approval.

If you are a license administrator, see Configuring authentication parameters for people invited to licenses by project administrators.

If you are not a license administrator, ask a license administrator to review the user's authentication parameters. See the license administrator contacts in Tools > License Info.

Q: A project member's status is "Suspended," what does that mean?

A: The user's license is invalid, or the user's authentication parameters are invalid.

If you are a license administrator, go to License Management Tools > User Management, find the user, and move the pointer over the question mark icon next to the user’s status. This will display a hint why the user is suspended.

If you are not a license administrator, ask a license administrator to correct this. See their contacts in Tools > License Info.

Q: I don’t see a filter by company, department, or location.
A: The company, department, or office location field is hidden.

If you are a license administrator, you can add this field. See Customizing license member fields.

If you are not a license administrator, you can ask the license administrator to add this field. See their contacts in Tools > License Info.