Step-by-Step Tutorial on Adding Members to Process Board
Collaboration is at the heart of any successful project, and Pronnel makes it simple and efficient by enabling team members to work together using Process Boards. Whether you want to add individual users or entire groups, Pronnel offers flexible options to streamline your team management.
This tutorial will cover how you can add team members to your next project board.
Introduction
Collaboration is essential in project management, and Pronnel makes it easy to manage your team on a Process Board. You can add members either directly or via groups. This guide walks you through both methods so your team can work together smoothly and effectively.
Directly Adding Members to the Board
To begin, two methods exist for adding members to your process board in Pronnel. The first method is to add members directly using their usernames. You can assign different access levels to each user, such as admin, editor, or read-only access. A read-only user can only view board assets, while an editor can create, read, and edit, and an admin has full access, including managing board settings.
Steps to Add Members Directly
1. Open your board in Pronnel.
2. Click on the “Share” or “Members” icon at the top right.
3. Enter the user's name or email address.
4. Select the appropriate permission level for them (Admin, Editor, Read-only).
5. The user will receive a notification and can start collaborating based on their role.
Creating and Using Groups
The second method is to add an entire group to the board. Groups make it easy to manage permissions for a set of users. For example, you might have a group for the design team or development team.
How to Create a Group
1. Navigate to the “Groups” section from the dashboard.
2. Click on “Create Group”.
3. Name the group (e.g., Yellow Team).
4. Add users by searching their names or emails.
5. Choose whether the group is Public or Private.
- Public: Visible to everyone in the organization.
- Private: Visible only to group members.
Adding a Group to a Board
Once a group is created, you can assign it to a Process Board in just a few clicks:
1. Open the Process Board.
2. Click on “Add Group” in the members section.
3. Select your group.
Now, all group members will be automatically added to the board with the same level of access.
Switch Between Board and Workfolder Permissions
Pronnel gives you the flexibility to manage access either at the individual board level or across all boards using Workfolder permissions. If you assign a user permission at the Workfolder level, they will automatically gain access to all boards, Drives, and related content within that Workfolder—no need to add them to each board manually.
You can switch between Board and Workfolder permission modes using the toggle option at the bottom of the “Add Members” popup. Alternatively, go to the “Manage Workfolder” section. It will directly open the Workfolder permission popup, where you can add users and assign roles.
If you’ve already created folders, You can open the add user popup. The user you add here will then inherit access across every board and asset linked to that folder—streamlining permission control at scale.
Automatic Updates
Any changes in a group—like adding or removing members—are automatically reflected across all boards the group is linked with. This ensures accurate access without the need to manually update individual boards.
FAQs
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Can I add multiple users without a group?
Yes, but adding a group is more efficient for large teams.
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What if a user leaves a group?
They’ll automatically be removed from all boards associated with that group.
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Can users be in multiple groups?
Yes, and they will inherit access from each group.
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Can permissions differ within a group?
No, permissions apply uniformly. For unique roles, add users directly.
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What does read-only access include?
The ability to view content, but not create or edit it.
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Can I change group visibility later?
Yes, you can update visibility from the group settings.
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Will users be notified when added?
Yes, they’ll receive a notification.
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Can I remove a group from one board?
Yes, it only affects that board and not the group itself.
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Difference between public and private groups?
Public: Visible to all users. Private: Only visible to members.
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Can I change a user's role after adding?
Yes, go to the board settings and update their role anytime.