Adjusting user roles on a project in the Sphere XG Dashboard
The Sphere XG Dashboard allows you to replicate your company structure using user roles and groups to determine access within Sphere XG.
How to change the Project Manager on a Project in Sphere XG
Note: Changing the Project Manager is only possible for active projects - if a project is archived, the Project Manager cannot be changed.
Project Managers can only be invited by Workspace Admins or Group Managers. The Project Manager is responsible to manage individual projects and can view the Sphere XG Dashboard with limited access permissions. Learn more about the permissions a Project Manager has here.
Assigning a new project manager to a project:
Open the Sphere XG Dashboard in your browser and log in.
Go to your Projects>Active and choose the project that you want to assign a new Project Manager to.
In the Overview tab, click on the Group/Project Manager fields
in the top bar on the right-hand side.
In the pop-up window, open the dropdown under Manager
and choose the new Project Manager for the selected project.
You can either choose from the list of existing dashboard members or invite a new user by typing in a valid email address.
Select Change
to save any changes.
How to change the Group on a Project in Sphere XG
Note: Changing the Group a project is in is only possible for active projects - if a project is archived, the Group cannot be changed.
The group a project is assigned to can only be changed by Workspace Admins or Group Managers.
Assigning a new group to a project:
Open the Sphere XG Dashboard in your browser and log in.
Go to your Projects>Active and choose the project that you want to assign a new Project Manager to.
In the Overview tab, click on the Group/Project Manager fields
in the top bar on the right-hand side.
In the pop-up window, open the dropdown under Group
and choose the new Group for the selected project.
Note: You cannot create a new Group in this view. Please make sure to create any required groups beforehand in the Groups Management tab.
Select Change
to save any changes.
If you have any questions that are not covered by this tutorial, please do not hesitate to contact us at support@holobuilder.com!