Assigning Users to Project Roles
Use the User Roles page to assign users to roles for a project.
Note: Only users with Create Projects permissions can assign project user roles.
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.
- Navigate to the User Roles Page
From the Project Setup menu at the top of any page, choose User Roles.
- Choose at least one user under the column for each required role. Mark the tickbox in the user's row to assign a user to the project role.
- 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.
Note: You will not be able to Save Changes until all the required roles are filled.
Last Published Wednesday, July 10, 2024