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
• Managing 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. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Do one of the following:

   • Open the project and then, in the left pane, click Project Team.

     

   • Find a project and then, in the Actions column, click the Project Team button.

     

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

   

   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 field.

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 dropdown list, click "<email addresses> - invite new user(s)."

   

   Troubleshooting:

   • I get the error: "Email addresses <email addresses> were not added because they are invalid.
   • 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 has the following effect:

   • If a user is a license member or adding them to the license does not require a license administrator's approval, they get an invitation email.
   • If a user is not a license member and adding them to the license requires a license administrator’s approval, they get an invitation email after the approval.
   • If you are a license administrator and adding any of these users to the license requires your approval, you are prompted to approve this immediately. If you want to do it later, click Cancel.

   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 registered at Revizto Workspace and they cannot access the project.

A project administrator can resend a registration link. Each link is valid for 48 hours.

To resend an invitation:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Do one of the following:

   • Open the project and then, in the left pane, click Project Team.

     

   • Find a project and then, in the Actions column, click the Project Team button.

     

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

   

6. Review the list of selected users. You can click  next to a user to remove them from the selection.
7. Click Send.

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. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Do one of the following:

   • Open the project and then, in the left pane, click Project Team.

     

   • Find a project and then, in the Actions column, click the Project Team button.

     

5. You can filter the list of project members by status, role, company, department, and location. You can also set a filter that displays only project administrators by selecting the Project administrator checkbox.

   To clear the filter, click Reset.

   

   Troubleshooting:

   • I don’t see a filter by company, department, or location.

   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 columns by clicking in the upper-right corner of the list and then selecting or clearing the checkboxes next to column names.

   Troubleshooting:

   • 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?
   • A project team member that had the "License administrator" project role now has a different one.

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. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Do one of the following:

   • Open the project and then, in the left pane, click Project Team.

     

   • Find a project and then, in the Actions column, click the Project Team button.

     

5. Select the checkboxes 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 project member is removed, the following rules apply:

• If they are an author of reports, dashboards, or dashboard presets:

  • Reports, dashboards, and dashboard presets that are shared with other project members are transferred to the project owner.

  • Reports, dashboards, and dashboard presets that are not shared with other project members are deleted.

• They are not removed from any issue fields or clash test fields, such as Reporter, Assignee, or Watcher. However, instead of their name, these fields show their email address.

• They stop receiving email notifications from the project. 

The method described in this article does not let a project administrator to remove themselves. If you are a project administrator and you want to leave the project, see Leaving projects.

See also:

• How to delete or reassign issues after removing a user from a project

To remove people from project:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to Tools, and then select My Projects.

   

4. Do one of the following:

   • Open the project and then, in the left pane, click Project Team.

     

   • Find a project and then, in the Actions column, click the Project Team button.

     

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

   

6. Review the list of selected license members. You can click  next to a license member to remove them from the selection.
7. Click Remove.

Troubleshooting

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

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: A project team member that had the "License administrator" project role now has a different one.

A: This person is no longer a license administrator. The "License administrator" project role no longer overrides their current project 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 a 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 <email addresses> were not added because they are invalid."

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 project member hasn’t registered at Revizto Workspace. A registration link is valid for 48 hours. A project administrator can resend a registration link at any time.

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

A: Their invitation to the project requires a license administrator’s approval.

If you are a license administrator, open the "Waiting for approval" list and approve the invitation. For details, see Approving license members invited through license invitations.

If you are not a license administrator, ask a license administrator to review the project member'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: Their license is invalid, or their authentication parameters are invalid.

If you are a license administrator, see Recovering suspended license members.

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.