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Project Setup

Set project access

Give each project member the minimum access needed for their role.

3 min read  ·  Last updated: August 2026

Project Members workspace
Project Members workspace
Project access user search
Project access user search

Review access

  1. Open the project and select Members.
  2. Find the member whose access needs to change.
  3. Review their role and available project permissions.
  4. Apply the appropriate access, then save.

Access principles

  • Grant only the access required for the person’s work.
  • Review access when someone changes role or leaves the project.
  • Use invitation records to investigate a member who has not yet joined.