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 or project administrators. Until users are granted team member status for your project they will be unable to see your project on the 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 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.
View 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 on the right. 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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Click the Team member link. Mingle displays the Team page with the information of all existing team members.
In the example above Dan Smith is grayed out because he has been deactivated at the Mingle instance level.
Search for a team member
To search for team members, enter keywords in the search text box and click the search icon or hit enter key.
The above example returns all team members who contain the word "dan" in their profile.
Entered search keywords are searched against sign-in name, display name, email address and version control user name.
Manage existing project team members
Change user role
From the team list, you can locate the user you want to update and select the role your want him to have on your project.
Remove team member
To remove existing team member, select the user you want to remove and click Remove button.
Select All to select all team members on the page. Select None to deselect all team members on the page.
Manage user group membership
The team list shows which user groups each team member belongs to. You can add and remove team members from user groups on this page. In the following screenshot, two team members have been selected and the "Groups" button has been clicked. You can see from the list of user groups that both team members belong to the "BAs" user group. At this point, you could remove both of them from the "BAs" user group or add them both to any of the other user groups.
If a user group is partially checked, it means that some, but not all selected team members are part of the user group. In the following screenshot, Brenda and Dan are selected. Brenda is in the "BAs" user group, but Dan is not. Therefore, the "BAs" user group is partially checked. Likewise, the "Developers" user group is partially checked because Dan is in that user group, but Brenda is not.
Add new project team member
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Click on Add team member link on the 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 as team members of the current project. On this page, you can also search terms to find users you want to add.
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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.
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.
Add user to multiple projects
If you are managing more than one project, you can add user to multiple projects at once.