Assigning Users to Project Roles for Subcontractors

You must have the Create Projects permission to assign user roles. Only Project Managers can assign roles.

  1. Navigate to the User Roles Page
  2. 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.

    Unable to 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 User for Subcontractors for more information about the User Profile.

  3. Select Save Changes.

    A Status page confirms you successfully updated the user access. An email is generated and sent to the users who were assigned roles.