Associate a Resource with a User

When a user of the application is also a resource in the application, you can associate the resource with the user's account. An associated resource is required for users updating their timesheets to record progress on activities.

To associate a resource with a user:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Users.

    Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

  3. In the table, select a user row, and select the Associated Resource column.

    Note: If the Associated Resource column is not available on the grid, you can add it from the Settings panel.

  4. In the Select Resource dialog box:
    • In the Associate a field, select Workspace Resource or Project Resource to associate the user with a workspace resource or a project resource.
    • In the Select Workspace or Select Project field, select a workspace containing the existing resource to be associated.
    • In the table, select a resource. You can also search for a resource in the Search field.
  5. Select Select.

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Last Published Monday, June 24, 2024