Add/Remove Members

New Project > Add / Remove Members
Home > selected Project > menu or right-click > Settings > Project Members
selected Project > Settings drop-down > Project Settings > Project Members > Add / Remove Members
Organization Settings > Groups > selected Organization Group > Add / Remove Members

Requires Project - Project Members - Add/Edit Permissions for Project level and Organization - Groups - Add/Edit Permissions for adding members to an Organization Group

Home > Settings drop-down >System Settings > Projects > selected Project > Add / Remove Members
Project > Settings drop-down > System Settings > Projects > selected Project > Add / Remove Members

Home > Settings drop-down >System Settings > Provisioning > System Groups > selected System Group > Add / Remove Members
Project > Settings drop-down > System Settings > Provisioning > System Groups > selected System Group > Add / Remove Members

Requires System Groups - View permissions to view System Groups, Add/Edit permissions to manage System Groups

Home > Settings drop-down >System Settings > Provisioning > Organizations > selected Organization > Add / Remove Members
Project > Settings drop-down > System Settings > Provisioning > Organizations > selected Organization > Add / Remove Members

Requires System-level Organizations - Add/Edit permissions to manage members of an Organization

Users with the appropriate System Role-based and Organization Role-based permissions can use the Add/Remove Members popup to manage the memberships of Projects, Organizations, Organization Groups, and System Groups by clicking the Add/Remove Members button or option on the following pages:

  • Project — When creating a Project using the New Project option for an Organization on the Home page, or later by selecting Project Membership on the Project Settings page. System Users in a role with the appropriate permissions can manage the membership of a Project from System Settings > Projects.) Project membership can include Users (identified by ), System Users (), and Organization Groups (), as well as System Groups () that are members of the Project's Organization.
  • Organization — When creating an Organization by navigating to System Settings > Provisioning > Organizations and clicking New Organization, or later by selecting the Organization on the same page. Organization membership can include Users, System Users, Organization Groups, and System Groups, but because Users and Organization Groups cannot be removed from the Organization in which they are created, only System User and System Group membership can be managed on the Add/Remove Members popup.
  • Organization Group — After creating an Organization Group by navigating to Organization Settings > Groups and selecting New Group, or later by selecting the Organization Group on the same page. Organization Group membership includes Users only.
  • System Group — After creating a System Group by navigating to System Settings > Provisioning > System Groups and clicking New System Group, or later by selecting the System Group on the same page. System Group membership includes System Users only.

Note: 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 list displays the 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 for you to select from among, 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 themember 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.

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).

Note: 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).