Managing members
The Members tab lists the people on a project and what each of them may do with it. It appears on the Organization plan only, because everyone it can add has to be in your organisation already.
The Members tab
Open a project, then select Members. The card is headed Members, with the head count beneath it, reading 1 person or n people. Add member sits at the top right and is shown to the owner alone.
The table
| Column | What it holds |
|---|---|
| Member | Avatar, name and email address. |
| Role | Owner as plain text on the owner's row. For everyone else the owner sees an Editor / Viewer dropdown, and other members see the role written out. |
| Joined | The date that person was added. |
| Actions | The row menu. Shown to the owner only, and never on the owner's own row. |
The row menu
Open it from the button at the end of a row.
| Item | What it does |
|---|---|
| Switch to Viewer | Shown on an editor's row. Demotes them to viewer. |
| Switch to Editor | Shown on a viewer's row. Promotes them to editor. |
| Remove user | Takes the person off the project. |
Both changes take effect at once and are confirmed by a toast, Role updated or Member removed. Removing someone notifies them.
The owner has neither a menu nor a role dropdown. You cannot hand a project to someone else from this screen, and you cannot remove yourself as owner. The same rule is enforced on the server, which refuses to change the owner's role or remove the owner.
Other states
| When | What you see |
|---|---|
| Loading | A spinner and the line Loading members.... |
| The list is empty | No members yet, with the description Invite people to collaborate on this project. |
| The fetch failed | Failed to load members and a Retry button. |
Adding people
Add member opens a modal titled Add member.
| Part | What it does |
|---|---|
| Prompt | Select organization members to add to this project |
| The list | One row per colleague, each with a checkbox, an avatar, a name and an email address. |
| Role dropdown | Editor or Viewer, per row. A newly ticked person starts as Editor. |
| Cancel | Closes without adding anyone. |
| Add (n) | Adds everyone ticked. Disabled until you tick at least one person, and the number counts your selection. |
The list hides you and anyone already on the project. When there is nobody left to add it reads No available members, with the note All organization members are already in this project.
The picker only offers people who are already members of your organisation. You cannot type an address, and you cannot bring in a client or opposing counsel this way. To give someone outside the project a single research memo, review or timeline, share that work item instead. See Collaboration.
Adding several people runs one request each, so a partial failure is possible. Judicio then tells you exactly how many landed, in the form n member(s) added, n failed.
What each role can do in a project
| Action | Owner | Editor | Viewer |
|---|---|---|---|
| Open the project and its tabs | Yes | Yes | Yes |
| Edit the name, description and tags | Yes | Yes | No |
| Add, remove or re-role members | Yes | No | No |
| Archive, restore or delete the project | Yes | No | No |
The Switch to this project button is on everyone's overview card. Edit project appears for the owner and editors. Manage project, which holds archive and delete, appears for the owner alone.
A project role is not a key to your colleagues' individual runs. A research session, review, matrix, timeline, translation, draft or strategy report is shared from its own screen and carries its own roles. The full picture is in Working together, and handing over a work item is covered in Transferring ownership.
Next steps
- Project history - what each member sees on the activity trail.
- Project analytics - what each member has spent.
- Collaboration - sharing beyond the project.