Managing project team members
Introduction
Before you can start assigning cards to people in Mingle you must add them to your project as project team members and/or project administrators. Until users are granted team member status for your project they will be unable to see your project on the Current projects page after signing into Mingle.
Before you can add project team members/administrators, you must set them up as users in Mingle. You must be a Mingle administrator to add users. Mingle administrators and/or project administrators can grant team member or project administrator status for projects. See user roles for more details about access privileges in Mingle.
Team members
Before users can work in a project you must grant them a team member role (Full, read only or project admin).
Project administrators
You can choose to make a team member a project administrator. Project administrators have full control over the projects to which they are assigned. Project admins cannot manage Mingle at a global level e.g. they ca not create new projects or users as only those with Mingle administrator role can do this.
How to view and manage existing project team members
- Sign in to Mingle as a project administrator and open the project with the team members you want to add or change (if you're not already working in the project).
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Click the Project admin tab.
Mingle displays the Project settings page.
If you are logged in as a project team member Mingle displays the Team page.
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To manage users click the Team link.
Mingle displays the Team page with the names of all existing team members. All team members roles on the project are shown there as well.
- From the team list you can locate the user you want to update and either select the role you want them to have on the project or remove them from the team using the 'Remove' option.
All roles are independent of one another e.g. a Project admin will be a team member with administration privileges on that project. See user roles for details about the privileges available to read only users, team members and project administrators.
How to add new team member
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Click on 'Add team member' link on team management page.
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You will be directed to a new page where you can make any existing users of the Mingle instance team members of the current project.
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Enter any search terms to find users you want to add to the team and hit enter or click on the 'search' button. This will return all users that match your search terms on their profiles.
Entered search words are searched against sign-in name, display name, email address and version control user name.
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Clicking on the 'Full' link will add the selected user as a project member of the current project.
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Clicking on the 'Read only' link will add the selected user as a read only project member of the current project.
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Now if you go back to project team member page you can verify that the selected users are listed as team members.
Show all users
Clicking on the 'Show all users' button will show the entire user list on your Mingle instance. You can use this to check whether a user is already part of your team or simply to add multiple users to the team without searching.
How to add all users as team members
If you want all users added to the Mingle instance to be members of a project you can enable this option via the team members page.
See add all users as team members for more details about adding all users as team members.