Project members are the people participating in a project. This includes both internal users from your organization and customer users who access the project through the Customer Portal.

Members can be responsible for completing tasks, collaborating through comments, and helping move the project forward.

Project members are managed from the Members panel in the upper-right corner of a project.

Viewing Project Members

To view members on a project:

1. Open a Project

2. Click the Members section in the upper-right corner

This opens the Project Members panel, where you can see all participants in the project.

You will see:

• Internal users

• Customer users

• Removed users (for historical visibility)

You can filter the list using the tabs at the top:

• All

• Internal

• Customer

Adding Project Members

You can add users to a project directly from the Members panel.

Add an Internal User

1. Click + Internal User

2. Select the internal user to add

Add a Customer User

1. Click + Customer User

2. Choose to:

   • Add an existing customer user, or

   • Create a new one by entering their name and email

Customer users can then be invited to the Customer Portal.

For full instructions, see:
Inviting and Managing Customer Users

Removing Project Members

If a user no longer needs access to a project, they can be removed from the Members panel.

If the User Has Assigned Tasks

If the user has incomplete tasks assigned, you will be prompted to reassign those tasks before the user can be removed.

To remove the user:

1. Select another project member from the reassignment dropdown

2. Confirm the removal

All open tasks will be reassigned to the selected member.

If the User Has No Assigned Tasks

If the user has no open tasks assigned, you will simply confirm the removal.

No reassignment will be required.

Removed Users in the Member List

After a user is removed, they will still appear in the Project Members list, but their status will show:

Removed from project

This allows teams to see who previously participated in the project while preventing that user from accessing the project.

Removed users:

• Cannot access the project

• Cannot view tasks or portal content

• Remain visible in the member list for historical reference

Internal vs Customer Users

Internal Users

Internal users belong to your organization and have access to OnRamp.

They typically manage the project and may:

• Assign tasks

• Update project data

• Complete internal work

• Coordinate with customers

Customer Users

Customer users are external participants who access the project through the Customer Portal.

They can:

• Complete customer-facing tasks

• Upload files

• Answer questions

• Comment on tasks

They only see tasks configured to be visible to customers.

Best Practices

✔ Add the core onboarding team early
✔ Assign clear task owners
✔ Invite customer stakeholders who will complete tasks
✔ Reassign tasks before removing users when possible

Keeping project membership organized helps ensure tasks remain clearly assigned and projects continue moving forward smoothly.