Assigning Users to Project Roles

You must be an Enterprise or Local Administrator and have Create Projects permissions to assign user roles. If you are a Regular User and need project access, contact your Enterprise or Local Administrator.

To add users to project roles:

Navigate to the User Roles Page
Choose at least one user under the column for each required role. Mark the check 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.

Tips

Create Users—Use this 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.
Project Approval Roles—Use this link to see conditional approval rules that apply to contracts on a project.
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 User for General Contractors for more information about the User Profile.

Next: Navigate to the User Roles Page