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. From the Main Menu, select Global Admin.
  2. Select Users from the list.

    Note This can also be done from the Company Details page. To access the Company Details 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.

Tip


Last Published Monday, August 18, 2025