What is the Members module?
This is where you build your project team. Add members, assign each person a specific role, and define how they participate in the project. Every role comes with its own permissions and views — so everyone sees exactly what they need to.
Build Your Team
Add all team members to the project in one place. Everyone who contributes gets a seat at the table.
Role-Based Access
Each role defines what a member can see, edit, and do. The right access for the right person.
Collaborate
Once roles are set, the team can work together — assign tasks, track progress, and move the project forward.
The 4 Project Roles
Every member gets assigned one of four roles. Each role has a different purpose and a different level of access.
Project Member
The core team player. Full access to view, edit, take on tasks, and perform any operational action inside the project.
Full accessProject Mentor
The guide. Responsible for training team members and sharing expertise to help the project move forward.
Training & guidanceProject Leader
The backbone. Handles finances, motivates the team, and provides the support the team needs to keep moving.
Financials & supportProject Partner
The external collaborator. Takes on specific tasks as an outside contributor. Can view the project but cannot modify anything inside it.
View onlyRoles at a Glance
A quick overview of what each role can do.
| Capability | Member | Mentor | Leader | Partner |
|---|---|---|---|---|
| View project | ||||
| Edit & create | ||||
| Take on tasks | ||||
| Train & mentor | ||||
| Manage finances |
Quick Reference
| Action | How |
|---|---|
| Open Members | Click Members from the left panel |
| Add a Member | Add Member |
| Assign a Role | Select the role when adding or editing a member |
| Change a Role | Edit the member and update their role |
| Remove a Member | from the member’s profile |
Build your team.
Run it together.
Add your members, assign their roles, and give everyone a clear position inside the project.