Assigning Users to Project Roles for Subcontractors
You must have the Create Projects permission to assign user roles. Only Project Managers can assign roles. Until a Project Manager (PM) is assigned, the Enterprise Administrator is the Project Manager by default.
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
See Create New Subcontractor Users for more information about the User Profile.
- Navigate to the User Roles Page
You can navigate to the User Roles page from the Project Setup menu at the top of the Subcontractor Home Page or Sub-Tier Home Page.
- Select the tick box in the user's row to assign a user to the project role. Each column needs to have at least one user selected. 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 the users who were assigned roles.
Last Published Wednesday, July 10, 2024