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Categories Security Roles
Created by Jessica Ream
Created on Jan 10, 2025

Team Members Tab - Changing Security Role from Role to None

In the team members tab, after you assign a security role to a team member, you can't change it back to None or No Access. I do understand that it isn't best practice to be able to change the security setting to None (contact only) since they may still have access to other projects and are not truly a contact only. However, it would be extremely helpful if you could change it from a security group to "No Access" right in the Team Members screen.

As of right now, it appears the only way to accomplish this is to navigate to Portfolio users, remove their access from that specific project but that removes them from the teams tab. So, you then have to navigate to companies and link them back to the project. Once back on the Team Tab it shows their contact information and lists them with "No Access". This is a lot of steps to get to listing a user to have "No Access" to a project.

It would be extremely helpful if the "No Access" option was added to the drop down under Security Role on the Team Tab.

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