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This article explains how to manage your team’s access to projects in the Publisher Dashboard. You can view and manage users across all projects where you are an Administrator. Each project can have one or more Administrators. Administrators can invite users, assign roles, grant or remove project access, and find users with search and filters. Users can belong to multiple projects. Their roles and permissions can differ by project. To learn more, see the section below on roles and permissions.

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View and manage users

To view and manage users:
  1. In the Publisher Dashboard sidebar, below the company name, click User Management. The table lists users from projects where you are an Administrator.
  2. Use the table to find users and review their roles, projects, and statuses.

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Review user access

The following columns in the table show access details:
  • Role: If a user has multiple roles, the table shows one role and the number of additional roles. Click the value to view and edit the user’s roles by project.
  • Projects: The table shows a project name, the number of projects, or All Projects when the user can access every project in your Administrator scope. Click the value to view existing projects or add the user to more projects.
  • Status: There are two statuses:
    • Active: The user has logged in to the Publisher Dashboard at least once. Active status remains when the user is added to new projects.
    • Pending: The user hasn’t yet logged in.
Use the table controls to view users:
  • Search by name or email address.
  • Filter by role, project, project type, or status.
  • Sort by Name, Email, or Status.
  • Selected users remain selected when you move between pages, and the selection count includes users from all pages. Changing the search term or filters clears your selections.

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Invite new users

You can invite up to 20 users at once. All users in the bulk invitation receive access to the same selected projects, but you can assign each user a different role. To invite users:
  1. In the top right corner, click Invite New Users. A panel opens.
  2. Under Invite New Users, enter each user’s full name and email address, and then use the drop-down menu to select their role. For guidance, see the roles and permissions table below. Click + Add More to add another user. To remove an entry, click the close icon next to it.
  3. Click Continue to move to the Add to Projects tab.
  4. Under Select Projects, search for and select one or more projects. There’s no limit to the number of projects you can select.
  5. Click Review and review the following groups:
    • New invites: Users who don’t yet have an account in the Publisher Dashboard.
    • Skipped: Existing users. Each entry shows whether the user already has access to all selected projects or will gain access to additional projects.
    • Projects: The projects included in the invitation.
  6. Click Send Invitations. The outcome depends on whether the users are new or already have accounts:
    • New users are added with the Pending status and receive an invitation email. They must open the link in the email to confirm access.
    • Existing users who gain access to additional projects remain Active and receive an expanded-access email. If they have a different role in another selected project, the role selected in the invitation replaces it.

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Add existing users to projects

You can grant one or more users access to the same projects. Each user can have a different role, but that role applies to all projects selected in the same action. To grant users access to different projects, select one user at a time and repeat this process. To add existing users to projects:
  1. To add a user, select the checkbox next to their name and click Add to Projects in the menu at the bottom of the page.
  2. Under Select Projects, search for and select one or more projects.
    • If adding one user, review their existing projects, which appear preselected and can’t be changed in this flow. These projects aren’t part of the new selection, so their existing roles won’t change. You can also view them under Existing Projects List.
    • If adding multiple users, select the projects without viewing the users’ existing project access.
  3. Click Continue.
  4. For each user, select a role from the drop-down menu. For guidance, see the roles and permissions table below.
  5. Click Review to move to the next tab and review the selected users, projects, and roles.
  6. Click Confirm Access Grant. The outcome depends on the user’s existing access:
    • If the user doesn’t have access to a selected project, access is granted.
    • If the user already has the selected role in a project, no change is made.
    • In a bulk action, if the user has a different role in a selected project, the selected role replaces their existing role.
    Users who gain access to at least one new project receive an expanded-access email. A role change without a new project grant doesn’t trigger an email.

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Edit a user’s roles

You can edit roles for only one user at a time. Changes apply independently to each project and don’t affect the user’s roles in other projects. To edit a user’s roles:
  1. Select the checkbox next to the user’s name and click Edit Role in the menu at the bottom of the page.
  2. Find the project where you want to change the user’s role. If the user has access to at least 10 projects, you can search for a project.
  3. Select a new role from the project’s drop-down menu. Repeat this step for any other roles you want to change.
  4. Click Save changes. The user’s roles are updated for those projects.

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Remove user access

You can remove access for only one user at a time. You can remove access from specific projects or every project the user can access. To remove access:
  1. Click the ellipsis next to the user and click Remove Access. Alternatively, select the checkbox next to the user’s name, and then click Remove Access in the menu at the bottom of the page.
  2. A panel opens. Under Select Projects, search for and select one or more of the user’s current projects. If you remove access from only some projects, the user remains in the table with access to their other projects. To remove all access, click Select all.
    If you select all projects, the user immediately loses access to the Publisher Dashboard and is removed from the table. To restore access, follow the steps in Invite new users. The user is treated as a new invitee and must open the link in their invitation email to confirm access.
  3. Click Review and verify the user and projects.
  4. Click Remove from [N] projects, where [N] is the number of selected projects.

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Resend an invitation

You can resend an invitation only to a user with the Pending status:
  1. Open the user’s actions menu.
  2. Click Resend Invitation. The user receives a new copy of the original invitation email. The previous invitation link no longer works.

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Roles and permissions

The following table compares the permissions for each Publisher Dashboard role:
The Rounding Rules and Display Tax-Inclusive Prices sections under the Pricing tab have View access.