How to invite users and manage your team

Table of Contents

    Introduction

    This article explains how to add users to your projects as well as manage their roles and permissions. Before proceeding with the next section, we would highly recommend our users to look over this article to help them get started with Freedcamp in the best way possible. 

    There are two ways to manage users in Freedcamp: from the People page and from the Manage System page.

    The People Page

    To access the people page, go to the Projects Dashboard, click on your project’s settings icon and select Edit Project.

    You can also access the People page from your project’s Tasks page in List view.

    You will be able to add the new user’s email address(1) and a personal message(2). To simplify the process, you can connect your Google contacts(3) or invite multiple users at once(4).

    The People page also allows you to see global teams and already invited users for that project. You can change the permission level of a global team or a user by clicking the dropdown menu next to their name(1). To remove a user, click the [X] button(2).

    The Manage System page

    You can access the Manage System page by clicking your user icon in the top-menu and selecting Manage System(1).

    The Users section(1) allows you to see and manage all the users in that project group, including Project Group Administrators(2). You can add a user to projects in that project group by clicking on the [+] button(3) next to the Project Group Users section.

    Permission Levels

    Permission levels help you choose what your projects’ users are allowed to do. They can be set when inviting a user, or modified from the Manage System page.

    Below is a summary of each permission level, and a video that goes into detail on how to manage them.

    Guest and Read-Only - the only free permissions, usually used for clients who only need to observe and in the case of guests, also participate in discussions.

    User - they can create items and edit and delete them

    Pro User - they can create items as well as edit and delete items created by other people

    Project Administrator - they can edit a project, manage users and project apps

    Project Group Administrator - they can create projects in a group and manage group apps

    Global Teams

    Global teams are a way to easily add people to projects. Let’s say you have a group of clients that need to observe multiple projects. You create a Clients global team, then add the team to all the projects they have to observe with a permission level of Guest.

    As an owner, you can manage Global Teams by going to Manage System, then to the Global Teams section. You will be able to create teams(1), edit and delete existing teams(2), add members(3) and manage what projects a team is part of and their permission level for each project(4).


    Owners, Project Group Administrators and Project Administrators are the only permission levels that can invite users to projects. All three of these can also see global teams. But only owners can manage them and see the Global Teams section(1). Project Group Administrators and Project Administrators can see them if they click on the Invite Global Team button(2). They can then see all the teams and see a team's members if they hover over the team's name(3).

    Related documentation

    Checking active users

    Removing users from your projects

    Users, Teams, and Permissions

    How to change a user's role globally

    How to add users wthout email addresses