# Project Settings

# Project Member Settings

Project members can be added by company managers from the company settings page, and they can also be added by project managers from the project settings page.

# Company Settings Page

# Company Manager

  • Click on the [ Company Settings ] tab at the bottom of the menu.

  • After entering the company settings page, select 1 [ List ] under "Project Settings".

  • In the project list, click on 1 [ Member Settings ].

  • Once you are in the project members list, click on the [ Add ] button located at the top right corner.

  • After opening the add window, you can use the checkboxes to add company members to this project.

  • You can also use the "Invite" tab to invite non-company members to join the project via email.

  • Once you have checked the boxes or entered the email address, click on the "Add" button in the bottom right corner to complete the process.

  • In the project members list, click on [ Edit Roles ] to adjust the roles of the project members within this project.

  • Please refer to Project Level Permissions Settings for the specific permissions and privileges associated with each project role..

# Project Settings Page

# Project Manager

  • After accessing the project page, click on 3 [ Project Members ] in the menu under " Settings".

  • Click on 4 [ Add Member ] in the top right corner to add company members to this project.

  • Click on 4 [ Add Non-Company Member ] in the top right corner to add members who are registered in the SyncoBox system but do not belong to this company. You can search for them using their email addresses and add them to this project.

  • Click on 5 [ Edit Project Role ] to adjust the roles of project members within this project.

  • Please refer to the Project Level Roles for detailed information about the permissions associated with each project role.

  • Enter the user's email address and click on [ Search ] to check if the member is already registered in SyncoBox.

    • If the member is not registered, please instruct the user to complete the registration process or ask the system administrator to manually add the member.

    • If the member is found, click on the "Add" button to include them as a project member.

# Creating a New Zone (Optional)

# Project Manager

  • After accessing the project page, click on [ Settings ] in the project menu and then select [ Zone Settings ]. You can view the list of zones within the project on zone settings page, including the default zone called "Main".

  • To create a new zone, please click on the [ Add ] button located in the top right corner of the page.

  • Input the zone name and click on the [ Create ] button to complete the creation of new zone.
  • In addition, you can click on [ Sort ] above the zone list. By dragging the button on the left side of the zone name or clicking on the edit button, you can edit the zone sequence and rearrange the sorting order.

Last Updated: 6/28/2023, 6:10:53 AM