Managing Users at the Project Level

Terminus allows you to manage user access at both the account level and project level. This guide explains how to manage users within a specific project, assign permissions, and understand access types and roles.

Whether you're working with internal teams, clients, or contractors, project-level user management gives you fine-grained control without granting full account access.

Why Use Project-Level User Management?

This feature is particularly useful for:

• Large Marketing Teams: Grant access to specific team members (e.g., social media managers, email marketers) for the projects they are responsible for.
• Agencies: Manage multiple client projects under a single account, giving each client or team member access only to their own project.
• Contractors and Freelancers: Provide temporary, restricted access to outside collaborators for specific campaigns or projects.

Accessing Project User Management

To manage users for a specific project:

1. From the dashboard, select the project you want to manage.

2. In the project topbar, click on Settings.

3. Navigate to the Users tab.

This will take you to the Project Users page, where you can see everyone who has access to the current project. The page lists users by email, their access type, their invitation status, and the actions you can perform.

Understanding User Access Types

A user's access to a project is determined by their access type. This dictates their permissions and whether they can be managed from the project settings. The following access types are available in Terminus.app:

• Owner: The account owner has full access to all projects and cannot be managed at the project level.
• Admin: Account administrators have full access to all projects and cannot be managed at the project level.
• Project Admin: A user with permission to manage project settings, including adding and removing other users within that specific project.
• Group Access: The user is part of a user group that has been given access to the project. Their permissions are managed at the account's group level, not within the individual project settings.
• Direct: Users added specifically to the project. These can be fully managed here.

Adding a User to a Project

Project Admins or Account Admins/Owners can add users directly to a project. To add a user:

1. Navigate to Project Settings > Users.
2. Click Add User to Project button.

3. Enter the Email address of the user you want to invite. If the user is not yet part of your Terminus account, they will receive an email invitation to join.

4. In the Project Permissions section, use the checkboxes to grant the user specific rights for this project.
   1. You can grant specific access rights to create/edit/delete UTM fields like utm_campaign, utm_content, etc.
   2. You can also assign them as a Project Admin if they need to manage other users in this project.

5. Click Add User to Project at the bottom of the screen to save the permissions and send the invitation if necessary.

Project Permissions Explained

You can grant users granular control over a project with the following permissions:

• Project Admin: Allows the user to manage project settings and other users within this project.
• Manage URLs: Allows the user to create and manage tracking URLs.
• Manage URL Parameters: Grant access to manage the values for specific URL builder fields:
  • Campaigns
  • Mediums
  • Sources
  • Terms
  • Contents
  • Custom Parameters
• Manage Presets: Allows the user to create and manage URL builder presets.

Editing or Removing a User

You can modify the permissions for any user with Direct or Project Admin access at any time.

To edit a user's permissions:

1. Go to the Users tab in Project Settings.
2. Click the pencil/edit icon next to the user.

3. On this page, check or uncheck the permissions as needed.

4. Click Update User Permissions to save your changes.

To remove a user:

1. On the Project Users page, find the user you wish to remove.
2. Click the trash/delete icon next to the user.

3. Confirm the removal in the dialog box.

Resending Invitations

If a new user has not accepted their invitation, their status will show as "Invitation Pending". You can resend the invitation at any time.

1. Find the user in the list and click the Resend Invitation option in the Invitation menu.

2. A new invitation email will be sent to their email address.

Best Practices

• Use Groups at the account level to manage large teams or apply consistent permissions across multiple projects.
• Assign Project Admin roles to trusted team members who need to manage users and settings for their specific projects without needing full account access.
• Grant users only the permissions they need to perform their roles. For example, a content writer may only need permission to Manage URLs and not Project Admin rights.
• Avoid giving access to Settings unless the user needs to change project-level configurations.

If you have questions about managing users or permissions, reach out to your account administrator or contact Terminus.app support.