Assigning Users to Project Roles
You must have Create Projects permissions to assign user roles.
To add users to project roles:
- 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 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.
Last Published Wednesday, July 10, 2024