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Project permissions

How to grant access to the project and edit permissions

Updated at 2019-06-11 15:07:27 UTC
Icon showing a user profile silhouette with a plus sign, representing the action to add or invite users. The icon uses a simple black design with the plus symbol positioned at the top right of the user silhouette.

Grant access

Users have Admin privileges to projects they create. You can grant clients and colleagues access to view or edit the project. 

Press the settings gear on your project's baseball card:

Project card titled "Example Pharma Survey" displaying a pharmaceutical-themed banner image, description showing "Example Pharma", last updated timestamp of "Mon Oct 24, 2022 12:46 pm", and action buttons for "Open" and "Settings" at the bottom. A "demo" tag appears below the card.

Or if you have the project open, there's a trigram icon in the upper right has a shortcut to “Project settings." 

Dropdown menu showing user "tiffany@protobi.com" at the top with a trigram menu icon and notification badge. The menu displays navigation options including Open project, Project wiki, Project settings (highlighted), followed by Protobi home, My projects, My account, Tutorials, Support, Admin, Sign out, and data export options.

Project settings: Permissions

Once you are in project settings, click "Permissions" on the left. 

Project settings page showing the Permissions section with current users Yueh Jung and Lee Tiffany both listed as admins. The interface includes an "Add a colleague" section with an email input field and Add button, a "Send users an email" section with a welcome message and project URL, and a "Whitelisted domains" section indicating no organization association.

Add users to the project by entering their email address under "Add a colleague".

Users are not automatically notified. To alert people of their access copy the text seen under "Send users an email," and send it as instructions to sign into the project.  

We recommend also including this link which shows how to sign in: https://protobi.helpjuice.com/basics/sign-in

Permission level

Edit a user's permission level by pressing on the ▼ under their email on the "Permissions" tab.

There are four levels of permission:

  • None: Removes the user from this project.
  • **View:**Can query and explore the data as well as create new elements. 
    • Features Viewers cannot access:
      • Save button
      • Advanced menu
      • Context menu item
        • Chart Type
        • Edit Properties
        • Edit JSON
  • Edit: Can save changes for all users.
  • Admin: Can manage user permissions and other advanced features.

The changed permissions will be reflected the next time a user refreshes the browser.