Managing Access to a Project

Using Shape, you can easily keep access to your project data secure using Shape's access management tools. In this article, we'll overview the options.

Organisation Management

You can view, add, remove or edit the permissions of users in your team by visiting your organisation page. To do this:

• Click on Organisations in the admin area of the left navigation bar
• Select your Organisation

To add a new user

Step one: Click + Add users at the top right of the screen.

Step two: Add the email addresses of the people you'd like to invite

Step three: Select the appropriate role and permission for each person

Step four: Click invite. An email will be sent notifying each person of their invitation.

Note: we recommend organisations mandate the use of SSO when creating an account or logging in to Shape. This can be done by selecting Log in with Microsoft or Log in with Google button when creating an account.

To remove a user

Step one: Click the three dot menu next to the user you'd like to remove from the project

Step two: Click Remove

Step three: Click the confirmation box to remove the user from the project. If the user has outstanding issues, you will be asked to reassign those issues to someone else on the project. You can do that by selecting their name in the dialogue below:

Edit Permissions

Step one: Click the three dot menu next to the user you'd like to remove from the project

Step two: Click Edit

Step three: Select the appropriate permissions and Save.

Access Requests

Shape also has an access request system that allows admins to review requests to access the project. You can see more detail about that feature here.