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How to Manage Users

A guide on adding and removing users on your Commonplace

See this article on Users Roles and Permissions

Jump to 'How to manage users'

Benefits of managing your users through the Commonplace Project Centre.

  • It gives you the power to manage your team in one place
  • It provides you with a valuable centralised overview of all your teams to optimise accounts and create synergies
  • It provided you with the ability to invite people to multiple projects at once or delete them at once. You can now think in terms of “account” and no longer “project” only

When to manage users 

You can add and remove users as your project team grows or changes. As an admin and Lead admin, you can add users with different access permissions, or you can even change their permission levels.

Please note the following:

  • As an admin or lead admin, team members that have accepted their roles can be edited.
  • Editing them allows to change their role on the scope selected.
  • This can also be done to the user if they have admin access or lead admin access.
  • An admin cannot edit a Lead admin.

Top Tip

Before adding a user, ensure you have the correct organisations included in the Team page.

 

How to manage users

  1. From the top right menu dropdown, click on “Project centre”

2. Click on the People icon located on the left hand side on the web page or clicking on any blank space in the left side pane to reveal the different sections in the Project centre, then click on People.

 

3. Click on the dropdown arrow as shown in the video below to expand your project website and add new users or manage existing users.

 

4. To add a new team member, click on Add new team member as shown in the image below.

5. Type in the name of the team member in the search bar and if they are an existing user in any of your project sites, their name will appear in the search result. If that user cannot be found, click on Can’t find this person? Create a new member to create a new user.

6. In this popup window, you can enter the user’s details, assign a role to them, and click on Send invite.

Please note: You can invite more than one user at a time and assign them to more than one project website as shown in the images below.

7. You can also delete an entry by clicking on the X icon as shown in the image below.

8. To change the role or delete an existing user, click on the ellipsis icon and select Edit or Delete respectively as shown in the image and videos below. Don’t forget to hit the Save button.

To edit the role of an existing user👇 

To delete a user👇

 

 

 

Related articles:

User Roles & Permissions

How to Create Team

Contact Support

If you find you still have some questions or you’re unsure about something, please don’t hesitate to get in touch with our dedicated technical Customer Support Team