Members

Owner & Manager only

The Members tab is only visible to users with an Owner or Manager role. Members do not see this tab on the Accounts Page.

The Members tab on the Accounts Page displays all users who currently have access to one or more projects in the account, regardless of their role. This includes Owners, Managers, and Members alike.

(Members tab)

Members Grid

The grid lists every user with access to the account.

Column	Description
Name	The user’s display name
Email	The email address associated with the user’s Ex-Online account
Account Role	The user’s account-level role: Account Owner, Account Manager, or Member

Each column header includes a filter control for narrowing the list.

Toolbar

The Members toolbar provides actions for viewing details and managing account roles.

Button	Description
Export visible items to excel	Downloads the current grid view as an Excel (.xlsx) file. Filters are respected — only the rows currently visible in the grid are exported.
View Details	Opens the Member Projects window for the selected user
Set to Account Manager	Promotes the selected user to Account Manager
Set to Account Editor	Sets the selected user to Editor across their assigned projects
Set to Account Viewer	Sets the selected user to Viewer (read-only) across their assigned projects
Revoke Access	Removes the selected user’s access to the account entirely

Note

Role-change and revocation actions are available to Account Owners and Managers only. The available actions may vary based on the selected user’s current role and your own permissions.

Viewing Member Details

The View Details button opens the Member Projects window for the selected user. This window shows:

• Which projects the user has access to
• Their role within each project (e.g., Editor, Read-Only)
• Their active or inactive status in each project

The Member Projects window is read-only. To change a user’s account-level role, use the toolbar buttons above the grid (Set to Account Manager, Set to Account Editor, Set to Account Viewer). To change a user’s role within a specific project, open the Project Info Panel for that project and use the USERS tab.

When Users Appear and Disappear

A user appears in the Members tab as soon as they are added to any project in the account, or when they are added as a Manager or Owner.

A user is removed from the Members tab when:

• They are removed from all projects in the account, and
• They do not hold a Manager or Owner role

Tip

A user may remain in the Members tab even if they are inactive in every project, as long as they are still assigned to at least one project.

Account Role vs. Project Role

The Account Role column reflects the user’s account-wide permissions. Within individual projects, users may have a different project-level role (Editor or Read-Only). The account role takes precedence — an Account Manager always has full access to every project, regardless of any project-level role assignment.

For the full permission model, see User Permissions.

Related Topics

• Owner & Manager View — Full Accounts Page as seen by Owners and Managers
• User Permissions — Complete permission reference
• Inviting Users — Step-by-step guide for adding users