Account administrators can add existing users to projects or adjust their existing permission levels by following the steps below. 

Head over to Account Settings > Users 

Click on 'edit' for the user in question: 

To add or adjust user permissions, select the checkbox next to the project(s) you'd like to grant access into, and select access level from the drop-down for each project.

User Types

Limited User does not have the ability to create new projects

Project Creator has the ability to create new projects

Account Admin has the ability to create new projects and has full access to all existing projects by default.

⚠️ If you change User Type to Account Admin, that will give the user access to the entire account, so all projects will be selected by default.

Once you've made your selection, click Update User at the bottom of the list.


Basic User

Pro User

Project Admin

Account Admin

Account Owner

See all docs

See all users

Add new users

Apply work product to docs

Manage work product

Upload docs

Bulk download

Create projects

Delete projects

View project saved searches

Create project CSV download

View projects

View project users

View Usage tab

View billing

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