Articles on: Steer New: Project Admin

Managing Members and Permissions

Last Updated: April 25, 2024


Section 3 & 4: Members and Permissions


The final step in creating a project is adding users and defining their access levels or permissions. Here, you'll choose from the list of users who to add to the project and then specify their permissions.


Members


  1. After selecting the solutions for your project and clicking Next, you will be taken to the Members section.


Fig. 1: Members

  1. Select users from the displayed list to add to each module by ticking the corresponding boxes.
  2. Once done, click Next to proceed to the Permissions section.


Fig. 2: Members



Permissions


  1. Specify each user’s access to specific modules by selecting their access level from the dropdown menu.


Fig. 3: User’s Permission

  1. Once you've completed the necessary steps to create a project, click Create.


Fig. 4: User’s Permission

  1. A popup will appear confirming that the project has been created successfully. Click on Get Started.


Fig. 5: Project Created Notification

  1. Your newly created project will be displayed in the Projects portfolio.


Fig. 6: Projects Portfolio





Defining project details
Selecting project inclusions
Editing a project


Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.

Updated on: 09/02/2024

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