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.
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.
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.
Last Published Wednesday, July 10, 2024