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How do I Grant/revoke access to a project?
How do I Grant/revoke access to a project?

Where you can control what projects a member of your plan has access to.

Mike Meesseman avatar
Written by Mike Meesseman
Updated over a week ago

Creating a new project

When you create a new project you can grant members access to that project.

To get to the project page where you can manage and create projects, click on the setup button in the sub-menu on the the homepage. This will open a drop down menu where you will find the projects button.

Once on the projects page, you will be taken to the project overview page, you can come back to this page later and edit the name and permissions for exiting projects. In the upper right corner you will see the option to create a new project.

Once you click on the new project button, you will be taken to page where you can give the new project a name, a description, and grant users in your plan access to use this project.

After a project has been created the users will be able to start to tag records with that project.

Editing permissions for an existing project

For existing projects, there are three ways that you can change who has access: the project page, by editing the members, or via groups.

Project page

On the project page, you can click the edit button to the right of the layer name that you wish to change the permissions for or the name of the layer.

On the edit project page, you can edit the permissions and then update the project.
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If a member has access to the project via a group, the member will be automatically selected on the Members tab and there will be a groups symbol. To remove access to the project, the member or the project must be removed from the group.
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Members Settings

On the members tab of the settings page of the Fulcrum web app, you can edit the permissions for specific user account that are members of your plan. Besides the project, you can also edit the member's role and what apps and layers they have access to.

Groups

You can also add or remove groups of members from a project by directly editing the group.

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