Project Team & Access

Managing Project Access Credentials Some projects need shared access details, on hand logins for a client's hosting account, API keys, or similar, and PMS gives you a dedicated place to store these against the project instead of scattering them across chat and email. To manage credentials: Open the project. Go to the Credentials (or Access) tab. Click Add Credential. Enter a label (e.g., "Client hosting login"), along with the relevant details. Save the credential is now stored against this project Good to know: Access... Adding & Removing Project Members A project's members come from two sources: people added individually, and anyone belonging to a team attached to the project. Both count as full members with the same access, and both are managed the same way through editing the project. Adding Members To add members: Open the project and click Edit. To add people individually, add them to the assigned members list. To add a whole team at once, attach a team to the project; everyone on that team (including...