Steps to Assign a User to a Project
- Log in to App as Administrator or Project Admin.
- Click on Project Setup, then click Users.
- Select the required Project.
- Click the Add New Assignment button.
- Select the User and Role, then click Save.
Note:
A user can be assigned to one or more project roles within the same project (Multiple Project Role).
Steps to Add an Additional Project Role to an Existing User
- Navigate to Project Setup, then click Users.
- Select the required project.
- Type the user’s name in the search field and press Enter.
- Click the pencil icon next to the user’s name.
- Select the additional project role, then click Save.
Steps to Unassign a User from a Project
- Navigate to Project Setup, then click Users.
- Locate the user to be unassigned.
- Uncheck all assigned project roles for that user.
- Ensure no project roles remain selected, then click Save.
Note:
A user must have all project roles unchecked before the unassignment takes effect.
