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Manage team members access to your Firmhouse project

How to manage team member access to your project.

Bob Jansen avatar
Written by Bob Jansen
Updated over 3 weeks ago

You might have a new person on your team that needs access to your project, needs more rights or maybe someone is leaving your team and needs to be removed from your Firmhouse project. This can all be configured in the Team members setting tab.

Add a team member

To add new team members, use the Invite team member button and provide their email address in the popup that opens.

Once sent, you can see the invitations in the Team members table and resend the invite if your team members miss it. You can also delete the invitation if you change your mind.

Manage team member roles

Once they join the project, by default, your team members will be added with the role "Team member." This role gives them mostly viewing rights but no access to the project settings. In some cases, you'll need to update their role to increase their access, based on their responsibilities. You have two options:

  1. Finance team member - giving access to finance-related settings

  2. Project manager - full access to project settings

Remove a team member

To remove an active team member, use the Edit button next to their name in the Team Members tab, which will open the permissions popup. On the bottom left corner, click on the Remove from project button.

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