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Manage users in a server project

 

Project Owners control user access to a server project by assigning each user to a project user group with appropriate permissions.  

There are three project user groups; Readers, Contributors and Project Owners— refer to About teamwork in a server project for more information.  

If guest access is turned on, any user with access to the NVivo server, can open and view your project. If guest access is turned off, only project user group members can access the project.

What do you want to do?

 

Add a member to the Readers, Contributors or Project Owners group

If you are a Project Owner,  you can give other team members appropriate access to the project, by adding them to the Readers, Contributors or Project Owners group.

You can give a team member access to your project by adding their Windows user account name to a project user group. You can give a group of users access to your project, by adding a Windows user group as a member of a project user group— this can be useful if you want to give all members of your department the same access to your project.

CAUTION  Project Owners have full permissions and are able to delete the project. You should only add trusted team members to the Project Owners project user group.

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. Click the Users tab, then click the Groups tab.

  2. In the Project Groups list, select the project group to which you want to add a member.

  3. Click Add. The Select Users or Groups dialog box opens.

  4. In the From this location box, enter either a server name or a Windows domain name.

  5. In the Enter the users or groups to select box, enter one or more Windows user or group account names. Use semi-colons to separate multiple entries.

  6. Click the Check names button, to verify the Windows user and group accounts you have entered.

  1. Click OK to add the user to the group.

  2. Click OK to close the dialog box.

NOTE  If guest access is enabled, any user with access to the server can view your project— refer to Turn on or off guest access to the project for more information.

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Remove a member from the Readers, Contributors or Project Owners group

If you are a Project Owner, you can remove members from project users groups.

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. Click the Users tab, then click the Groups tab.

  2. In the Project Groups list, select the project group you want to change.

  3. In the Group Members list, select the Windows user account, or Windows group account that you want to remove.

  4. Click Remove.

  5. Click Yes, to confirm.

  6. Click OK.

NOTE  

  • If you remove a Windows user group from the Group Members list, you remove access for all members of the Windows user group.

  • Removing a user from the Readers, Contributors and Project Owners groups, does not remove their user profile from the project. If the user has worked on your project, their profile remains, and their past work is still associated with their profile. If you also want to delete the user profile, you must do this separately— refer to Remove (and merge) project user profiles for more information.

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See what permissions an existing user has in the project

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. Click the Users tab.

  2. On the Users tab, select the user you want to check.

The Selected user is a member of box shows the project user groups that the user currently belongs to.

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See which users are currently connected to the project

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. Click the Users tab.

  2. On the Users tab, view the list of users who have contributed to the project.  The Connected check box indicates whether the user is currently connected to this project.

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Identify all the users who have contributed to the project

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. Click the Users tab.

  2. On the Users tab, view the list of users who have contributed to the project.  

NOTE  The 'NVivo' user profile is automatically added to the list of users when pattern-based auto coding has been performed in your project. This user profile can help you identify pattern-based coding references in your project.  For more information, refer to Automatic coding using existing coding references.

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Remove (and merge) project user profiles

If you are a Project Owner, you can remove user profiles.

When you remove a user profile, you must nominate a 'replacement user'— all project content associated with the user you are removing, will be reassociated with the replacement user.

When an individual has created project content under two different user profiles, you can use the remove function to merge the two user profiles.

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. Click the Users tab.
  2. On the Users tab, select the user profile that you want to remove, and then click Remove. The Select User dialog box opens.

NOTE You can only remove users if they are not currently connected to the project.

  1. Select a 'replacement' user. All project content associated with the user you are removing, is associated with the replacement user.
  2. Click OK, the Select User dialog box closes.
  3. Click OK.

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Turn on or off guest access to the project

If guest access to the project is turned on, any user with access to the NVivo server, can open and view (but not modify) your project. By default, guest access is enabled.

If guest access is turned off, the Project Owner controls all access to the project— only users who are members of a project user group can access the project.

  1. Click the File tab, point to Info, and then click Project Properties.

The Project Properties dialog box opens.

  1. On the General tab, select or clear the Guest access check box.

  2. Click OK.

NOTE  You must be a Project Owner to turn on or off guest access— refer to About teamwork in a server project for more information.

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