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Project membership management

Management of project team

Project team contains users with different roles:

  • Principal Investigator (PI) - The lead researcher and primary contact for the project, also organization owner
  • Co-Principal Investigator (Co-PI) - An individual recognized by the prime institution and the principal investigator (PI) as someone who shares scientific and administrative leadership responsibilities for a project with the PI.
  • Member - Users who work on one or more phases of the project and involved in doing assigned tasks.
  • Guest - Users who are only able to see project related data, not able to modify it.

Please see this page for User Rights based on Roles in the Organization.

Adding PI to organization.

Note

This is only allowed to national resource allocator representatives!

  1. Login to Puhuri Portal with MyAccessID. Login

  2. Select correct organization from "Select workspace".

  3. Select "Team" from left menu. Team

4a. If user already has Puhuri account, then click "Add PI" and select user from the drop-down list. Add PI Add PI popup

4b. If user do not have Puhuri account, then "Invitations" and "Invite user". Invite PI Invite PI

Adding project members

If user already has Puhuri account connected with the organization, then:

  1. Login to Puhuri Portal with MyAccessID. Login

  2. Open project in Puhuri Portal.

  3. Select "Team" from left menu and click on "Add member". Select organization Select organization

  4. Select correct user, set the role and expiration date if necessary. Add user

  5. Finally, click on "Add".

  6. User now will get invitation email with the acceptance link.

Note

Invitation is valid for 1 week!

If user does not have Puhuri account, then:

  1. Login to Puhuri Portal with MyAccessID. Login

  2. Select your organization. Select organization Select organization

  3. Click on "Invite team member". Invite team member

  4. Insert user's email and set the role and project (in case of inviting Co-PI, Member or Guest) for the new user. Invite user

  5. Click "Invite user".

  6. User now will get invitation email with the acceptance link.

Note

Invitation is valid for 1 week!

Feedback

We welcome feedback from our users - it helps us to continually improve. Please send an email with your suggestions to support@puhuri.io.