Skip to content
Hawzu Docs
API reference Go to app

Managing Project Members

4 min read

Project members are workspace users who have access to a specific project. Each member can have a direct project role, inherited project roles, or both, depending on how access is configured.

Hawzu provides multiple ways to manage project membership:

  • From the project Users page
  • From a user’s details on the workspace Users page
  • From the Add Workspace Users to Project window

Project Members and Roles

Section titled “Project Members and Roles”

Project access is controlled by roles.

A user can access a project through:

  • Direct role – assigned directly to the user for the current project
  • Inherited role – inherited through another access path, such as group-based access

Direct roles can be updated or removed from the project users page. Inherited roles are shown for visibility, but they are not removed by deleting the user’s direct project role.

Managing Members from a Project

Section titled “Managing Members from a Project”

To manage members inside a project:

  1. Open the project
  2. Go to Users from the project navigation
  3. Review the Project Users table

The project users table shows:

  • Full name
  • Email ID
  • Direct project role
  • Inherited roles
  • Available actions

You can search, filter by role, and sort users by name, email, or role.

Updating a User’s Project Role

Section titled “Updating a User’s Project Role”

To update a user’s direct project role:

  1. Open the project Users page
  2. Find the user in the table
  3. Open the role menu in the Project Role column
  4. Select the new role

The available roles depend on your permissions.

Users with the Project Manager role may require additional permission before their role can be changed.

Removing a User from the Current Project

Section titled “Removing a User from the Current Project”

To remove a user’s direct access from the current project:

  1. Open the project Users page
  2. Find the user in the table
  3. Click the remove action
  4. Confirm the removal

After removal:

  • The user loses their direct role for the current project
  • The user remains a member of the workspace
  • The user may still access the project if they have inherited access
  • The user may still access other projects where they have roles

Users without a direct role cannot be removed from this action because their visible access is inherited.

Adding Workspace Users to a Project

Section titled “Adding Workspace Users to a Project”

Use Add Workspace Users when users already belong to the workspace but are not yet direct members of the current project.

To add existing workspace users:

  1. Open the project Users page
  2. Click Add Workspace Users
  3. Search users by name or email
  4. Select one or more users
  5. Assign a project role to each selected user
  6. Click Add Users

The window only lists workspace users who are available to add to the project. Workspace users with the Viewer role are not shown because workspace viewers cannot be added to projects.

Requirements Before Adding Users

Section titled “Requirements Before Adding Users”

Before users can be added:

  • At least one user must be selected
  • Every selected user must have a project role

If a selected user does not have a role, Hawzu highlights the missing role and prevents the add action until the selection is complete.

Managing a User’s Projects from the Workspace

Section titled “Managing a User’s Projects from the Workspace”

You can also manage project membership from the workspace Users page. This is useful when you want to review or update all project assignments for one user at once.

To manage a user’s project assignments:

  1. Open the workspace Users page
  2. Select a user from the list
  3. Click Edit in the user’s details
  4. Open the Projects section
  5. Add, remove, or update project assignments
  6. Apply the updates

From this view, you can:

  • Add the user to another project
  • Select a project role for each project
  • Update the user’s role in existing projects
  • Remove the user from one or more projects

The workspace Users page is best when you need to manage one user’s access across several projects at the same time.

Workspace Viewer Restriction

Section titled “Workspace Viewer Restriction”

Workspace users with the Viewer role cannot be part of projects or groups.

If a user’s workspace role is changed to Viewer, applying the update removes their project and group associations.

Hawzu shows a confirmation message before applying this restriction.

Managing a User from a Project

Section titled “Managing a User from a Project”

When you open a user’s details from the project Users page, the view is focused on the current project.

From the project Users page, you can:

  • Review the user’s identity and role
  • Edit project access when your role allows it
  • Remove the user’s access from the current project

Unlike the workspace Users page, this view is for managing access to the project you are currently viewing.

Permissions

Section titled “Permissions”

Member management actions depend on your role and permissions.

Depending on access, you may or may not be able to:

  • Add workspace users to a project
  • Update project roles
  • Change Project Manager access
  • Remove a direct project role
  • Delete a user from the workspace

If an action is unavailable, your role may not have permission for that action.

Best Practices

Section titled “Best Practices”

When managing project members:

  • Add only users who need access to the project
  • Assign the least powerful role that supports the user’s responsibility
  • Use direct project roles for project-specific access
  • Use inherited access carefully so it remains easy to understand
  • Review inherited roles before assuming a user has no project access
  • Remove direct access when someone no longer works on the project
  • Use the workspace user details view when updating one user’s access across many projects

Next Steps

Section titled “Next Steps”