ColdFront User Management

ColdFront User Management#

Users with Project management roles can add other users to, and remove them from, ColdFront Projects and resources. Users can be given access to some Project resources and not others.

Important

Users are managed at both the Project and resource level. Users must first be added to a Project to be eligible to be added to any resources for that Project.

Adding Users to Projects#

  1. Open the Project so that you see the Project Details page.

  2. Click the purple “Add Users” button in the top right corner of the “Manage Project” section near the top of the Project page.

  3. Search the name, NetID, or Northwestern email of the person you would like to add to the Project. If you are adding multiple people, use commas or new lines to separate your search items.

  4. From the search results, check the box(es) next to the person(s) you would like to add to the Project.

  5. If the Project has active resources, they will appear in a gray box under the search results. Check the box(es) next to the resource(s) you would like to add the new user(s) to.

  6. Click the purple “+ Add Selected Users to Project” button.

Changes will take effect within 24 hours.

Another “Add Users” button in the “Manage Users” section further down the page works the same way.

Removing Users from Projects#

  1. Open the Project so that you see the Project Details page.

  2. Scroll down to the “Manage Users” section and click on the red “Remove Users” button on the top right.

  3. From the resulting list, check the box next to the user(s) you want to remove from the Project.

  4. Click the purple “Remove Selected Users From Project” button.

Changes will take effect within 24 hours.

Removing a user from a Project removes them from all resources. If a user needs to be removed faster than the standard 24-hour window, email quest-help@northwestern.edu for assistance during business hours.

Adding Users to Resources#

Users with Project Lead, Project Sponsor, or Project Manager roles are automatically granted access to all Project resources.

For regular users, once they are added to your Project in ColdFront, you can then add them to your Project’s active resources. To add users:

  1. Open the Project so that you see the Project Details page.

  2. Scroll to the “Manage Resources” section.

  3. Click on the name of the resource you would like to add users to.

  4. Scroll to the bottom of the resource page to the “Manage Access” section.

  5. Click the purple “Add Users” button on the top right of the section.

  6. Select the users that should be added from the list.

  7. Click the “Add Selected Users to Resource” button.

Changes will take effect within 24 hours.

If a user does not appear in the list, they will need to be added to the Project before they can be added to the specific resource.

Removing Users from Resources#

There are two ways to remove users from resources: by resource or by user.

  • If you are removing many users from one resource, use the manage access by resource option.

  • If you are removing one user from multiple resources, use the manage access by user option.

Project Leads, Project Sponsors, and Project Managers automatically have access to all Project resources. To remove the access of a Project Lead, Project Sponsor, or Project Manager to a resource, first remove them from their management role. Then you can remove their access to specific resources.

Manage Access by Resource#

  1. Open the Project so that you see the Project Details page.

  2. Scroll to the “Manage Resources” section.

  3. Click on the name of the resource you would like to remove users from.

  4. Scroll to the bottom of the resource page to the “Manage Access” section.

  5. Click the red “Remove Users” button on the top right of the section.

  6. Select the users that should be removed from the list.

  7. Click the “Remove Selected Users from Resource” button.

Changes will take effect within 24 hours.

Manage Access by User#

  1. Open the Project so that you see the Project Details page.

  2. Scroll down to the “Manage Users” section and find the row for the user whose access you are removing.

  3. In the “Manage” column, click the icon.

  4. In the user details window that opens, scroll to the “Resource Access” section, which lists the user’s access in the Project.

  5. Use the red “Remove” button in the “Action” column to remove the user from any resources in the table.

Changes will take effect within 24 hours.

Changing User Roles#

Updating Project Lead and Project Sponsor#

The Project Sponsor or Project Lead can assign the Project Lead role to another user in the Project:

  1. Open the Project so that you see the Project Details page.

  2. From the “Manage Project” section on the top of the Project page, select “Update Information.”

  3. Update the “Project Lead” field to the new user from the dropdown menu.

  4. Click the purple “Save” button at the bottom of the page.

Changes take effect immediately.

The existing Project Lead will become a regular user and maintain access to all Project resources.

To update the Project Sponsor, contact the Research Computing and Data Services team at quest-help@northwestern.edu .

Adding Project Managers#

Users with management roles can elevate regular users in the Project to the Project Manager role as follows:

  1. Open the Project so that you see the Project Details page.

  2. Scroll down to the “Manage Users” section and find the user you’d like to be Manager.

  3. Click on the icon for that user in the “Manage” column.

  4. On the user details page, change the “Role” dropdown to “Manager.”

  5. Click the purple “Update User Details” button to save.

As a Project Manager, the user will gain access to all current and future Project resources.

Removing Project Managers#

  1. Open the Project so that you see the Project Details page.

  2. Scroll down to the “Manage Users” section and find the user.

  3. Click on the icon for that user in the “Manage” column.

  4. On the user details page, change the “Role” dropdown to “User.”

  5. Click the purple “Update User Details” button to save.

The user will retain their access to all Project resources. If they should not have access to all resources, manually remove their resource access.