Rename a project or change who can access it. You can add or remove users and teams, and switch them between the Admin and Member roles.How editing a project works#
You edit a project in its Project Settings window, which has the same fields as when you created it:Project Name: the name shown in the Projects list and on the project's page.
Access Control: the users and teams that have access, with their role. Admin gives full control of the project and its assistants; Member lets people use the assistants without changing them. See this guide for details. Changes apply when you click Update Project, which stays disabled until you change something. Because assistants inherit the project's access, a role change here also changes what that person can do with the project's assistants.Use cases#
A new team member: Add a user who joined the team, with the Member role, so they can use the project's assistants.Handing over a project: Give a colleague the Admin role so they can manage the project and its assistants while you're away.Removing access: Remove a user who moved to another department so they no longer see the project's assistants.
Open the Projects section. If you're not sure how, see Add a Project.1. Open the project's settings#
In the Actions column, click the edit (pencil) icon next to your project. The Project Settings window opens.You can edit a project only if you have the Admin role on it, or you're its Owner.
2. Update the project name#
Change the name in the Project Name field.3. Update access#
Under Access Control, use the Role dropdown to switch a user or team between Admin and Member, or click the trash icon to remove them. To give more people access, click Add User or Add Team and add them the same way as when you add a project.You can't change the Owner's role or remove the Owner from the project.
4. Save your changes#
Click Update Project at the bottom right. The message Project updated successfully! appears.