User rights

The content of this article

• User groups

• Invite a project administrator

• Add a user group administrator

• Add a group administrator in a communication channel

User groups

Purpose

With user groups, you can quickly assign multiple users the same access, as well as get an overview of rights to the various modules in your Connex Project.

Background

You can create all the user groups you need, invite users directly to the user groups, and assign the user groups access to specific areas in your Connex Project.

Things you should be attentive to

• Only project administrators can handle user groups.
• When you have created a user group you can assign it to a communication channel and checklists.

How to

1. Open your Connex Project
2. Select the module "Project administrator"
3. Click the menu "Users"
4. Click the button "Create user group"
5. Enter the name of the user group
6. Click the button "Create user group" 
7. Now you can add users, or click skip, and add users later
8. When the user group has been created, you have several options: 
   • You can invite users to the user group, and either rename or delete the group by clicking on the three dots.
   • You can use drag and drop to drag users from the user directory into your user group.
   • You can grant access to groups in communication channels and checklists. 

Invite a project administrator

Purpose

Invite administrative users to your project.

Background

When you create a project, you automatically become the owner of the project. You can add other users to your project and assign them the following roles: project administrator and project owner.

Things you should be attentive to

• Administrative users cannot create tasks until they are added to a communication channel.

How to

1. Open your Connex Project
2. Select the module "Project administrator"
3. Click the menu "Users"
4. Click the button "Manage administrators"
5. Click "Add project admins"
6. Search for the user or enter the email address on the user you want to add
7. Select a role (Project administrator or owner)
8. Click "Send invite"

Add a user group administrator

Purpose

A user group administrator can add and remove users to the user group they manage.

Background

User group administrators can be a great help on larger projects where you want to delegate the task of adding users. Or want more flexibility in user administration.

Things you should be attentive to

• Only project administrators and user group administrators can assign the "User group administrator" role.

How to

1. Open your Connex Project
2. Select the module "Project administrator"
3. Click the menu "Users"
4. Expand a user group
5. Click the "Invite user group administrator" button
6. Search for a user or enter an email address
7. Click "Send invitations”

Add a group administrator in a communication channel

Purpose

A user group administrator can add and remove users to the user group they manage.

Background

Group administrators in a communication channel can be a great help in larger projects where you want to delegate the task of adding users and managing the subgroups in the communication channel. Or want more flexibility in user administration.

Things you should be attentive to

• Only project administrators can assign the role "Group administrator".

How to

1. Open your Connex Project
2. Select the module "Project administration"
3. Click on the menu "Communication channels”
4. Open a communication channel
5. Click on a group in the communication channel
6. Click the "Invite a group admin" button
7. Search for a user or enter an email address
8. Click "Send invitations”