Change someone's access, remove them, or leave

Everything here starts from the project’s Contacts, except leaving, which starts from the project list.

Change someone’s access level

Only Admins can change access levels.

Phone or tablet

1. In the project, tap Contacts in the toolbar.
2. Swipe the person’s row to the left. On a tablet you can tap the ••• on the row instead.
3. Tap Access Level.
4. Pick Manager, Crew or Viewer, and tap Save.

Mac

1. In the project, click Contacts in the toolbar.
2. Click the ••• on the person’s row, or right-click the row.
3. Click Access Level.
4. Pick Manager, Crew or Viewer, and click Save.

You can also tap someone’s picture in a conversation or a task’s comments (click it on a Mac) and choose Change access level.

Their badge in Contacts changes as soon as you save, and what they can do changes to match, without them signing out. It works on a pending invite too: they get the new level when they join. Admin isn’t one of the choices, and the owner’s row and your own have no Access Level. Changing someone’s level needs a connection.

Remove someone

Open the person’s row as above, tap Remove, then Remove again to confirm.

• Admins can remove anyone but the project’s owner.
• Managers can remove the people they invited.
• Anyone can take back an invite they sent, until it’s accepted.

The project leaves their list. If they have it open, they’re told their access was revoked and taken back to their project list, and they get a notification saying so. Removing someone who has joined needs a connection. You can invite them again later; see Invite people.

Ask for Crew access

A Viewer can ask to be made Crew.

1. In the project, tap Contacts, then tap your own row.
2. Tap Request Crew access.

The project’s Admins and Managers get a notification with Approve and Decline, and the first to answer decides. Your row says Crew access requested until then. You’re told the answer: approved, your tools appear within a few seconds; declined, you can ask again.

Leave a project

1. On the project list, tap the ⋯ on the project’s card.
2. Tap Leave Project, then Leave.

The project leaves your list, and anything ProPlans kept on your device for it, a download included, goes too. Anyone in the project can invite you back. A project’s owner can’t leave it; they can archive or delete it instead, as in Archive, leave or delete a project.

Your trade isn't your access level

The trade on your row (Electrician, Plumbing…) is a label and a colour. Open your own row and tap your trade to pick a different one for this project only; it doesn’t change what you can do.

Related

• Roles and access levels
• Invite people to a project
• Notifications