There are a few different ways a Project Manager can remove a User (or group Users) from a project
This article applies to All editions.
Removing an individual user from a Project
The quickest way to remove an individual User from a project is to do so via their User Summary page within the project. From the Project home:
- Type the user's Name, Username, or Email address into the Knowledge Base Search bar found in the upper right-hand corner
- Click the name to navigate into their User Summary
- Ensure you have the proper project/scope selected in the upper right-hand dropdown menu
- Click on "Remove from project" on the left-hand action menu
- Check the box that reads "I want to remove this User from <Project Name>. (Project Managers will not be removed)"
- Click the Remove button
Removing multiple users from a Project
The most efficient method to remove multiple users from a project is to do so via the User Management tool. From the Project home:
- Click on Mangement in the navigation bar and navigate into Users>User management
- Create a Filter to narrow your list to a subset of Users
- Under the Action dropdown, select Show user list (it's the default)
- Click Perform action
- Check the box next to the individual Users you'd like to remove
- At the bottom of the page, in the Action menu, select "Remove Users From Project" and click Submit
- Verify the Users you'd like to remove are correct and check the box that reads "I want to remove these users from this project."
- Click the Remove button
Important notes:
- It is important to verify that you are performing these actions within your project before removing a User account. If you remove a User's account from the Community level, they will be removed from your platform entirely and can only be retrieved by the Centercode team.
- Project Managers cannot be removed from projects as a safeguard. Project Managers must first be removed from the Project Managers team and then they will become eligible to be removed from a project.
- It is possible to give Users the ability to remove themselves from projects if desired via the Project Roles tool. Note that this is NOT recommended in the case of Hardware tests.
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