Assigning Users to Project Roles for Subcontractors

You must have Create Projects permissions to assign user roles.

To add users to project roles:

  1. Navigate to the User Roles Page
  2. Select the check 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.
  3. 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.

Tip

Use the Create Users 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.

Note: Lien Waiver Only Sub-Tiers do not invoice on the system.