Project Access Management

🔑Prerequisites:

You must have administrative access to Qualitia Boson, which grants you the necessary permissions to manage projects.

User Management in Projects

👥 Add Users to a Project

1. Login to Qualitia Boson - Client.

2. Access Projects from left navigation to view Project Explorer screen.

3. On the Explorer section, you can view existing Projects.

4. Click on the specific Project to which you want to add a user. This will open the Project Details Section.

5. Under the Assigned Users section, click Add User.

6. From the Add Users text box, type the User you wanted to add.

7. From the listed Users select a User.

8. Select the Role you wanted to assign to the User.

9. Click Add button to add the user.

👥 Change User role for a Project

1. Login to Qualitia Boson - Client.

2. Access Projects from left navigation to view Project Explorer screen.

   1. On the Explorer section, you can view existing Projects.

3. To add a user to a project, click a required Project.

   1. Clicking a project opens the Project Details section.

4. Under the Assigned Users section, change the role of a user by selecting the appropriate role from the Role dropdown.

👥 Remove Users from a Project

1. Login to Qualitia Boson - Client.

2. Access Projects from left navigation to view Project Explorer screen.

3. On the Explorer section, you can view existing Projects.

4. To remove a user from a project, click the required project.

   1. Clicking a project opens the Project Details section.

5. Under the Assigned Users section, click Delete Selected Users.

   1. You can select checkboxes next to one or more users.

   2. Only selected users are deleted.

6. Deleting users will open Alert – Delete User window.

7. Click Remove to proceed; otherwise, click Cancel.

8. The User will be deleted in the project in context in Qualitia Boson.

📞📚 Here to Help: Support and Resources

If you have questions that are not addressed in the documentation, you may raise them in the Qualitia Community.