Pangur docsProject members and roles
Members of an organisation's project are owners, editors or viewers, and guests from outside the organisation can be added too. This page explains what each role can do and how to add, change and remove members.
Members and roles exist only on an organisation's projects. A personal project belongs to one person and cannot have members; if you want to give someone outside a project read access to a few references, use a share instead. For how organisations and their projects fit together, see Work in an organisation. Organisation projects are not offered on every account or deployment, and where they are not, a project's settings have no Members section at all.
The roles
Each member of an organisation project is an owner, an editor or a viewer. An admin of the organisation is an owner of every one of its projects without being added, and appears in the members list as "Owner as an organisation admin".
| Owner | Editor | Viewer | |
|---|---|---|---|
| Read the library, catalogue, analysis and exhibitions | Yes | Yes | Yes |
| Ask questions, and keep their own conversations, documents and drafts | Yes | Yes | Yes |
| Export references, bibliographies and analysis | Yes | Yes | Yes |
| Make the project their default for assistants and the command line | Yes | Yes | Yes |
| Add, change or remove items, files, notes and collections | Yes | Yes | No |
| Import into the project | Yes | Yes | No |
| Change the catalogue, arrangements and vocabularies | Yes | Yes | No |
| Create corpora, start analysis and review readings | Yes | Yes | No |
| Make and publish exhibitions | Yes | Yes | No |
| Share references with people outside the project | Yes | Yes | No |
| Rename the project, change its address or its collection scope | Yes | No | No |
| Add and remove members, change roles, send invitations | Yes | No | No |
| See the project's Activity | Yes | No | No |
| Remove the project | Yes | No | No |
A viewer who tries to change something is told "Viewers can read, ask and export, but not change the project." The same rule applies over MCP: an assistant working for a viewer cannot use any tool that writes to the project. A task reserved for owners is refused with a message saying that only the project's owners and its organisation's admins can do it.
Whatever their role, everyone in the project can see who added and who last changed each item.
Guests
A guest is a project member who is not in the organisation. A guest can be an editor or a viewer but not an owner, and appears in the members list with the role and the word "guest". Because a guest is not a member of the organisation, they hold no seat and do not get its plan, and leaving or being removed from the organisation has no effect on guest memberships.
Seeing a project's members
Open the project's settings (choose Settings on the project's card on the Projects page) and find Members. Every member can see the list, with "(you)" beside their own row, but only owners can change it.
Adding someone to a project
You need to be an owner of the project.
- In the project's settings, under Members, type the person's address in Add someone by email.
- Choose the role under As: Editor, Viewer or Owner.
- Choose Add.
What happens next depends on who the person is. A member of the organisation with a Pangur account at that address is added straight away, with the role you chose. Anyone else is sent an email invitation and joins as a guest when they accept it. Since a guest cannot be an owner, invitations by email are for the editor or viewer role only, and Pangur refuses to send an owner invitation.
Invitations that have not been accepted yet are listed under Waiting to join, each with its role and the date until which the link works. Invitations last 14 days, and Withdraw cancels one. The person accepts either by following the link in the email or by signing in to Pangur with that address, as described under Joining an organisation.
Changing someone's role
As an owner, choose a new role in the Role for list beside the person's name. The change takes effect at once. Two kinds of member cannot be changed here: an organisation admin, because their ownership comes from the organisation rather than from the project, and a guest, who cannot be made an owner.
A project needs at least one owner, so Pangur refuses to change or remove the last one until someone else has been made an owner.
Removing a member or leaving a project
An owner can remove any member by choosing Remove… beside their name and confirming with Remove. The person no longer has access from that moment.
Anyone can leave a project they are a member of by choosing Leave… beside their own name and confirming with Leave. The last owner cannot leave until someone else is an owner. An organisation admin cannot be removed from a project here either, since their access comes from the organisation.
When someone leaves or is removed, the shared work they did stays in the project. Their personal work in it (Ask conversations, research documents, drafts and topic labels) is kept for 30 days so that they can export it; see What happens to your work when you leave a project.
The project's activity
A project's Activity, in its settings below Members, lists changes to the shared work: who made each change, what kind of change it was, which surface it came from (the web, an app, the command line or an assistant) and when. It does not show the content of a change. It loads 50 entries at a time, and Show more loads the next 50. Only the project's owners and the organisation's admins can see it, and because Ask questions, documents, drafts, topic labels and exports are personal, it does not list them.
Members on other surfaces
Membership is managed in the web client and in the Mac app, which shows the same page. There is no assistant tool or command-line command for adding members or changing roles.
Work in an organisation
An organisation is a group that holds seats on the Institution plan and can own projects its members share. This page explains seats, admins and members, what is shared and what stays your own, and how joining and leaving work.
Manage an organisation
Admins of an organisation invite people, change roles, remove members, open joining by email domain, see each member's use and choose the handle its exhibitions are published under. This page covers those tasks.