Project members and permissions

Control who can access and edit your project by managing members and their permissions.

Member roles

Three roles control project access:

Owner (full control):

• Edit all project components and settings
• Add and remove members
• Change member roles
• Transfer ownership
• Delete project
• Exactly one owner per project

Editor (modify):

• Create, edit, delete components
• Create and delete connections
• Run power flow and short-circuit analysis
• Change component properties
• Access AI assistant
• Cannot manage members or delete project

Viewer (read-only):

• View diagram and components
• View calculation results
• Cannot modify anything
• Cannot run calculations
• Useful for stakeholders and reviewers

Adding members

Add team members to collaborate:

1. Open the project.
2. Go to Settings > Members.
3. Click Add Member.
4. Enter email address.
5. Select role (Owner, Editor, Viewer).
6. Click Add.

Member receives:

• Email notification with project link
• Access according to assigned role
• Project appears in their dashboard

Requirements:

• Member must have ekx account
• Member must be in same organization (for org projects)
• Valid email address

If email not recognized:

• User receives invitation email
• Must create account to accept
• Project access granted after signup

Inviting external users

Invite users outside your organization:

1. Add member with their email address.
2. Select role.
3. They receive invitation email.
4. Invitation valid for 7 days.
5. User creates account and joins project.

Invitation process:

• User clicks link in email
• Creates ekx account (if needed)
• Accepts project invitation
• Gets assigned role and access

Invitation expires after 7 days.

To resend invitation:

1. Go to Members tab.
2. Find pending invitation.
3. Click Resend.

Changing member roles

Update role for existing member:

1. Go to Settings > Members.
2. Find member in list.
3. Click ... next to name.
4. Select Change Role.
5. Choose new role.
6. Confirm change.

Common role changes:

• Editor → Viewer (project complete, reduce access)
• Viewer → Editor (needs editing capability)
• Editor → Owner (transferring project)

Cannot change:

• Your own role (prevents accidental lockout)
• Owner role (use transfer ownership instead)

Removing members

Remove a user from the project:

1. Go to Settings > Members.
2. Find member to remove.
3. Click ... next to name.
4. Select Remove from Project.
5. Confirm removal.

After removal:

• User immediately loses access
• Project disappears from their dashboard
• Components they created remain
• Can be re-added later

Cannot remove:

• Project owner (transfer ownership first)
• Yourself (use Leave Project instead)

Fine-grained permissions

Beyond role, specific permissions control actions:

Edit permission:

• Create components
• Modify properties
• Delete components
• Create connections
• Update canvas layout

Delete permission:

• Delete project entirely
• Remove all data
• Owner only

Invite permission:

• Add new members
• Send invitations
• Owner only (future: admins)

Manage members permission:

• Change member roles
• Remove members
• View member list
• Owner only (future: admins)

Calculate permission:

• Run power flow analysis
• Run short-circuit analysis
• Generate sizing recommendations
• Editors and owners

Viewers have no write permissions.

Organization vs project members

Two membership levels:

Organization membership:

• Access to organization settings
• See organization projects (if public)
• Organization-level defaults apply
• Billing and subscription tied to org

Project membership:

• Access to specific project
• Role determines permissions
• Independent of org role
• Can have different role per project

Example:

• Org admin (organization level)
• Project viewer on Project A
• Project editor on Project B

Organization role does not override project role.

Viewing member activity

See what members have done:

Activity log (future feature):

• Component changes by user
• Calculation runs
• Member additions/removals
• Settings changes

Current member info:

• Name and email
• Current role
• Date added
• Last active (future)

Member notifications

Members receive notifications for:

Project changes:

• Added to project
• Role changed
• Removed from project
• Project deleted

Calculation results (future):

• Power flow completed
• Short-circuit analysis done
• Validation warnings

Comments and mentions (future):

• Tagged in comments
• Replies to your comments

Configure notification preferences in user settings.

Access control best practices

Assign minimal necessary permissions:

For team collaboration:

• Owners: 1-2 technical leads
• Editors: Active contributors
• Viewers: Stakeholders and reviewers

For external reviewers:

• Add as viewer only
• Remove after review complete
• Use expiring invitations (future)

For consultants:

• Editor for active engagement
• Viewer after project handoff
• Remove when contract ends

Security considerations:

• Review members quarterly
• Remove inactive users
• Use viewer role for read-only access
• Transfer ownership when lead changes

Bulk member operations (future)

Manage multiple members efficiently:

Add multiple members:

• Upload CSV with emails and roles
• Bulk invitation emails sent

Change multiple roles:

• Select multiple members
• Apply role to all

Remove multiple members:

• Select inactive members
• Bulk removal

Currently: Manage members individually.

Member limits

Project member limits by plan:

Limits apply to total members (owner + editors + viewers).

Exceeding limit:

• Cannot add more members
• Upgrade plan or remove members
• Owner does not count toward limit (future change)

Troubleshooting access issues

Member cannot see project:

• Verify they are added as member
• Check they are signed into correct account
• Confirm organization membership
• Resend invitation if pending

Member cannot edit:

• Verify role is Editor or Owner
• Check project-level permissions
• Refresh browser
• Sign out and sign back in

Cannot add member:

• Check member limit for your plan
• Verify valid email address
• Confirm organization membership
• Check invitation list for pending invite

Related topics

• Manage projects - Project operations and settings
• Organization settings - Organization members and roles
• User settings - Personal preferences