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Managing project team members

Introduction

Before you can start assigning cards to people in Mingle you must add them to your project as project team members and/or project administrators. Until users are granted team member status for your project, they will be unable to see your project on the Current projects page after signing in to Mingle.

Before you can add project team members/administrators, you must set them up as users in Mingle. You must be a Mingle administrator to add users. Mingle administrators and/or project administrators can grant team member or project administrator status for projects. See About Mingle user roles for more details about access privileges in Mingle.

Team members

Before users can work in a project, you must grant them a team member role as a minimum. You can also grant this person a project administrator role if they are responsible for managing the project.

Project administrators

You can also choose to make a team member a project administrator. Project administrators have full control over the projects to which they are assigned. They cannot manage Mingle at a global level, e.g. create new projects or users - only those with Mingle administrator role can do this.

How to manage project team members

  1. Sign in to Mingle as a project administrator and open the project with the team members you want to add or change (if you're not already working in the project).
  2. Click the Project admin tab.

    Project admin tab

    Mingle displays the Project settings page.

    if you are logged in as a project team member, Mingle displays the Team page.

  3. Click the Team link.

    Mingle displays the Team page with your name highlighted and the names of all users registered in Mingle.

    Project team page
  4. Locate the user(s) you want to add to the team and select their Team member checkbox.
  5. If you also want this user to become a project admin, select their Project admin checkbox.

    See About Mingle user roles for details about the privileges available to team members and project administrators.

  6. Click the Update link.

    Mingle grants these users the roles you selected.