Assigning Team Members to Roles

The Add Team Members page allows a Project Owner to assign users (via their email addresses) to Roles within the project.

The page displays a multi-line text box for each Role type defined in the URL. To assign a user to a Role, type (or paste) the email address of the user into the text box for that Role.

Typing '@' will display a list of users who are already associated with the URL.

When you have assigned users to Roles click the Save button to commit the changes.

When a User does not have a TrialGrid Account

If the email entered for a User assignment is not recognized by TrialGrid as an existing User then an invitation email is sent to that email address.

The User will have a number of hours to activate their account by visiting the link in the invitation and setting a password. If a user does not receive the email or if the activation period expires then the user can be re-invited using the re-invite button in the Team Member list.

Users who have not yet activated TrialGrid accounts are marked as Inactive in the Project Team list.

Important

Every user in the TrialGrid system belongs to an Organization. Organizations have domains (example.com, somewhere.co.uk, bigcompany.fr etc) associated with them. When a user is added with an email that belongs to an Organization, the new user is associated with that Organization.

If a user is invited with an email address in a domain that is not registered to an Organization then the user will be added to the Organization that controls the URL of the project they are being invited to.

When a User already has a TrialGrid Account

If the email entered for User assignment is recognized by TrialGrid as an existing User, that User will be notified by email that they have been assigned a Role for this Project.

Note

It is possible to switch the Role of a User already assigned to the Project Team by using the Add Team Members page to invite the User to the new Role. A User can only have one Role in a Project at any time.