Assigning Project User Roles to Subcontractors

You must have Create Projects permissions to assign user roles.

To add users to project roles:

  1. Navigate to the Project User Roles Page

    When the page loads, only the names of users with assigned user roles.

  2. Select Add User.

    An Add User drawer opens.

  3. (Optional) From the Add User drawer, enter a user's name or email address in the Search field to look for a specific user in your organisation.
  4. Choose one or more users to add to the project.
  5. Select Add.
    • The Add User drawer closes.
    • The name of each user you selected displays in the Project User Roles table on the Project User Roles page.
    • A message displays, notifying you of the number of users added to the table.
  6. In the row for a listed user, select one or more project user role.

    Note: Roles available to each individual user is dependent upon user permissions selected from the user's profile. If you do not see a tick box in a user role table cell it means the user does not have proper user permissions for the role assignment.

  7. Select Update.

    A message displays, notifying you of how many user roles you assigned. If you did not assign a role to a user you added to the table, that user's name will not display the next time you access this page unless you re-add them or choose to view all users.