Assigning Users to Project Roles

You must have Create Projects permissions to assign user roles.

To add users to project roles:

Navigate to the Project User Roles Page
Either:
- From the Project Setup menu at the top of any project page, select User Roles.
- From the Actions column of the Project List on the Home page, select the Project Roles icon.
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.

Next Topic: Navigate to the Project User Roles Page