Assigning Users to Project Roles

Only users with Create Projects permissions can assign project user roles. See User Roles List for Head Contractors for more information about User Roles.

To add users to project roles:

Navigate to the User Roles Page
Choose at least one user under the column for each required role. Select the tick box in the user's row to assign a user to the project role. You will not be able to save until all the required roles are filled.
Choose Save Changes.
A Status page confirms the user access has been updated. An email is generated and sent to users who were assigned roles.

Tip:

Use the Create Users link to create a new user. When you finish creating a user with this link, the system will return you to the User Roles page so you can assign the user to a role.

Can't select the right user?

Users must have the appropriate User Can permissions for the role.
User Permissions are selected in the User Profile, under the User Can section.

Next: Navigate to the User Roles Page