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Project Collaboration

With project collaboration you are able to invite other members on the platform or external users by email to join your project on Crane Cloud as either Members or Administrators and each role has its own limitations as far as managing a project is concerned.

How to access project collaboration

As the owner of an existing or new project, you should be able to access the project settings section of that project from the project dashboard.

Under project settings you will find information about your project such as its name, description and status, whether active or disabled.

Furthermore, the project settings is composed of three sections which include:

  • Project Details, which presents the meta data about a project
  • Membership, which presents the owner and various members on the project with their specific roles
  • Manage Project, which presents the project management controls such as updating, disabling and deleting a project.

Membership section

This section provides information about the following

  • The number of members under the project
  • The username and email for each member along with their given role under the project

Inviting a member to a project

In this section we explore how you can invite or add a collaborator to your project and what information or steps you need to follow to ensure that the invitation is successful, and the first step to this is clicking on the Invite Member button.

The Invite Member button launches a modal that requires the following information:

  • An email for the collaborator/user is required for purposes of notifying them with an email invite
  • The collaborator's role which can either be Member/Administrator which can determine what they can do under a project

Types of roles

Each project on Crane Cloud can have users assigned one of the following roles: Owner, Administrator, or Member. Each role comes with specific permissions and limitations.

Owner

This is the creator of the project. Has full access and control over the project with more capabilities mentioned below:

  • Edit project details
  • Add or remove members
  • Assign roles
  • Migrate, disable, or delete the project

NB: There can only be one owner per project.

Administrator

Has elevated permissions similar to the owner, but with some restrictions as mentioned below:

  • Invite and manage members
  • Access and manage apps and databases
  • Perform updates to project metadata
  • Cannot migrate or delete the project
  • Cannot change ownership of the project

Member

Has limited access focused on contributing to the project without administrative control, with capabilities mentioned below:

  • Access applications and databases within the project
  • View project details
  • Cannot add or remove members
  • Cannot edit project metadata
  • Cannot migrate, disable, or delete the project

    Note: Roles determine the scope of access and actions a user can perform within the project. Make sure to assign roles carefully based on the collaborator’s responsibility.

NB: Once the correct details are provided, an invitation for collaboration is dispatched to the specified email. This invitation includes a link through which the collaborator can gain access to the project.

Be aware that error messages will be displayed for incorrect input or if a user with the provided email already exists under the project.

Accept/Decline an invitation

When a collaborator receives an invite and they proceed to access the project they have been invited to, they have two options to either Accept or Decline the invitation.

  • Once they log into their account on the platform, they will see the project they have been invited to and would need to either accept or reject the invitation

  • Trying to then access that project as a collaborator on-click will launch a modal that prompts you to either accept or decline the invitation.

Furthermore after accepting the invitation, you should be able to access the applications and databases of that particular project and other limitations are tied to either your collaboration role is either Member or Administrator

  • NB: A collaborator has the right to leave a project incase they are nolonger interested in collaborating on that given project