Overview
A consistent lifecycle—invite, onboard, manage permissions, offboard—keeps projects secure, organized, and compliant.
Steps / Checklist
Invite: Use Add Project Members (individually or by department) at project kickoff.
Assign Roles: Immediately set Project Admin for leads, Member for contributors.
Set Rates: Enter each member’s Hourly Rate in the Members table.
Monitor: Periodically review the Members list and Audit Logs.
Adjust: Demote or promote via the User Role radio buttons as responsibilities change.
Offboard: Bulk‑remove finished or inactive members; archive the project when done.
Tips & Best Practices
Document each step in your internal SOP so every project follows the same flow.
Automate reminders (via Workflows) to review membership at project milestones.
Train all project admins on this lifecycle to ensure consistency across teams.
Troubleshooting / FAQs
Missed offboarding someone: Check Audit Logs monthly to catch forgotten members.
Inconsistent permissions across projects: Use role templates in Settings → Roles & Permissions.
Lifecycle steps skipped: Incorporate membership review into your project closure checklist.