Add/Remove Members

Users in the needed System and Organization Roles can use the Add/Remove Members popup to manage the memberships of new and existing Projects, Organizations, Organization Groups, and System Groups by clicking the Add/Remove Members button or a related context menu option as follows:

• Project — By selecting New Project option for an Organization on the Home page, Project Members from the Project Settings tree, or Projects from the System Settings tree. Project membership can include Organization Users (identified by ), System Users (), and Organization Groups (), as well as System Groups () that are members of the Project's Organization.
• Organization — By selecting Organizations from the System Settings tree and then either New Organization option or an existing Organization. Organization membership can include System Users and Groups and Organization Users and Groups, but because the latter two are created and exist only within a specific Organization and cannot be added to others, only System User and System Group membership can be managed on the Add/Remove Members popup.
• Organization Group — By selecting Organization Groups from the Organization Settings tree and then either New Organization Group or an existing Organization Group. Organization Groups include Organization Users only.
• System Group — By selecting System Groups from the System Settings tree and then either the New System Group option or an existing System Group. System Group membership includes System Users only.

System Users in the appropriate System-level role manage System Users and System Groups. Some Users may only have Group membership but no individual User role; these Users have permissions based on their Group role.

The Add/Remove Members popup has two lists with checkboxes for the entries. Both lists offer filtering by User Name.

Available List Information and Options

The Available panel lists all Users and Groups that are eligible for membership but are not already members. For example, when editing the membership of an Organization, available System Groups, Organization Groups, System Users, and Organization Users are displayed, as they are all eligible for membership in a Project. When editing the membership of a System Group, on the other hand, only available System Members are displayed because Users, Groups, and other System Groups are not eligible for membership.

To add members, select from among the available Users, Groups, System Users and System Groups (as applicable)and use the right arrow button to add your selections; the Assigned list is updated to reflect the addition(s).

For both System Users and Organization Users, the Name field is populated based on the type of authentication in use: with the email address assigned to the User on TransPerfect Authentication instances or the assigned username on Standard Authentication instances with the username assigned to the user. You you can use the text box to filter available members by Name (username). The current Role of available members is also displayed, for example Organization Administrator, Project Administrator, or Project Member. When editing the membership of an Organization from System Settings > Organizations, however, the Role column is not displayed.

Assigned List Information and Options

The Assigned list displays the current members, including their names and roles. For Project members, Role is the current role assigned to the member within the Project only. For members assigned to an Organization or Group, it is the appropriate Organization-level role or Group role. For a System User being assigned to an Organization for the first time, the initial role will be Organization Administrator.The originally provisioned Organization Administrator initially has access to any Project in the Organization. In some cases, it is possible to change a member's role within the Project or Organization.

To remove members, select from among them and use the left arrow to remove your selections; the Available list is updated to reflect the removal(s).

You cannot remove yourself from the Assigned list. At least one User in the Organization Administrator role should be maintained in the list (for example, the originally provisioned Organization Administrator).