Users

The Users page lets you manage who has access to your project. You can invite new members, assign roles, and remove users.

The users page

Finding a member

The users list has a search bar at the top. Type a name or email address to filter the list in real time. If your project has many members, use the Previous and Next arrows at the bottom of the list to move between pages.

Invite users

1. Open the Users module from the project sidebar.

2. Click the Add User button.

3. On the invite page, start typing the person's email address or username in the search field. A list of matching users appears as you type - click a name to select them.

4. If the person is not shown in the list, type their full email address and click Add User directly.

The invited user will appear in the list once they have been added. They can access the project according to their assigned role.

Pending invitations and join requests

When someone has requested to join the project or has a pending invitation, their entry in the list is marked accordingly. Two buttons appear next to pending members:

• Checkmark (Accept) - approves the request and adds the person as a member.

• X (Reject) - declines or removes the pending request.

These buttons are only visible to users with the appropriate permissions.

Roles

Information Hub provides three built-in roles:

Role	What they can do
Admin	Full control over the project, including settings, user management, and all data
User	View and edit data across all modules (forms, tables, dashboards, etc.)
Submitter	Submit data through forms only - cannot view or edit other project data

Editing a member's role

1. Find the member in the list.

2. Click the ellipsis (three-dot) menu on their row.

3. Select Edit Role.

4. In the dialog that appears, choose a new role from the selector.

5. Click Update to save the change.

Custom roles

If the built-in roles do not fit your needs, you can create custom roles with specific permissions:

1. Go to Project Settings.

2. Open the Roles section.

3. Create a new role and configure its permissions.

Remove a user

To remove someone from your project:

1. Find the user in the list.

2. Click the ellipsis (three-dot) menu on their row.

3. Select Remove.

4. Confirm the removal.

Removing a user revokes their access to the project immediately. Any data they submitted remains in the project.

Leave a project

If you are a member of a project and there is at least one other Admin, you can leave the project yourself. Click the Leave Project button in the toolbar at the top of the Users page.

You cannot leave a project if you are the only Admin. Transfer the Admin role to another member first, or ask an Admin to remove you.