Managing the project team ensures that the right individuals have appropriate access to contribute effectively while maintaining security and control. Projek allows workspace administrators and project managers to assign members and clients to specific projects based on roles and responsibilities.
Project-level access ensures that users only see and interact with projects relevant to them. This prevents data exposure across unrelated initiatives and helps maintain structured collaboration.
By carefully assigning and managing team access, organizations can balance transparency, accountability, and operational efficiency.
Step 1: Open the Project
Navigate to Projects.
Select the desired project.
Go to the Team section.
Step 2: Assign Members
Click “Add/Assign Members.”
Select users from the workspace member list.
Confirm assignment.
Assigned members will gain access to project tasks, files, and collaboration tools based on their workspace role.
You may also assign external stakeholders as Clients:
Click “Add Client” or a similar option within the Team section.
Select the client account.
Confirm assignment.
Clients typically have limited access, allowing them to:
View project progress
Access relevant deliverables
Participate in discussions (if permitted)
They do not have administrative privileges.
To remove access:
Open the project’s Team section.
Select the member.
Click “Remove.”
Removing a member revokes future access but retains historical activity records for accountability.
Project access is influenced by workspace roles:
Owner: Full control across all projects within the workspace.
Manager: Manage assigned projects and oversee team activities.
Member: Access only assigned projects and related tasks.
Client: Limited visibility restricted to assigned projects.
Additionally, projects may be configured as:
Public: Visible to all workspace members.
Private: Restricted to specifically assigned users.
Assign only necessary members to maintain clarity.
Use private visibility for confidential initiatives.
Regularly review project team lists.
Remove inactive members promptly.
Effective project team management ensures secure collaboration while maintaining structured control over project execution.