Projects: Member Management

The project members are usually made project members by the project owner. (As a rule, project management lies with the person who creates the new project.)

You open the members management in the project via the 3-dot menu at the top right: Projects > Tab "My projects" > Select project > 3-dot menu > "Members management".

Entry Members management in the 3-dot menu at the top right of the cockpit of a project

Member list with roles and the button Add members on the Members management page of a project

Important

Only OpenOlat administrators can see the "Administration" tab. Project owners do not see it.

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External members

If people who are not registered as users in OpenOlat are also to work on the project, they can be invited as external members. They can then use OpenOlat for a maximum of 180 days.

As soon as a project member is registered, he or she receives a link. After calling up the link, a wizard guides the new project member through login and registration.

Option Invite external members in the pulldown of the button Add members on the Members management page

Important

"External member" is not an OpenOlat role. An external member can have all roles except owner (role that can be used to delete the whole project).

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Roles

	Project	Objects in project	Manage members	Manage external members

Owner (project owner)	create, edit, close, delete	create, edit, delete	create, edit, delete, can assign leadership role	create, edit, delete
Leader (project leader)	edit	create, edit, close, delete	create, edit, delete
Project office	edit	create, edit, delete	create, edit, delete
Participant (project collaborator)	read only	create, edit, delete
Business analyst / Supplier	read only	create, edit, delete
Sponsor / Client	read only
Steering committee	read only
Roles that can act across multiple projects:
Project manager	create, edit, close, delete, tab "Administration" in the Projects area	sees no content	create, edit, delete, can assign leadership role	create, edit, delete
Administrator	tab "Administration" in the Projects area	only has insight into a project if also a member*	can assign leadership role	create, edit, delete

*Administrators can make themselves members, but this is recorded. This way, abusive access is to be curbed.

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