{"id":15722,"date":"2024-07-15T14:32:55","date_gmt":"2024-07-15T06:32:55","guid":{"rendered":"https:\/\/wsh-peer.com\/docs\/uncategorized\/how-to-assign-unassign-user-project\/"},"modified":"2024-08-09T09:27:00","modified_gmt":"2024-08-09T01:27:00","password":"","slug":"how-to-assign-unassign-user-project","status":"publish","type":"docs","link":"https:\/\/www.wsh-peer.com\/en\/docs\/user-management\/how-to-assign-unassign-user-project\/","title":{"rendered":"How to Assign\/Unassign User Project"},"content":{"rendered":"<div>\n<h2 id=\"1_Assign_User_to_Project\" class=\"toc_anchors\" style=\"box-sizing: border-box; margin-top: 32px; margin-bottom: 16px; font-size: 24px; color: #424d57;\"><span style=\"box-sizing: border-box;\">1. Assign User to Project<\/span><\/h2>\n<p style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 20px; line-height: 1.5; color: #424d57; font-size: 17px;\">This is a way to assign users to projects, users can have one or more project roles in a project (Multiple Project Role).<\/p>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Login to\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">PEER<\/span>\u00a0as\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Administrator<\/span>\u00a0or\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Project Admin<\/span><\/li>\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Click on\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Project Setup<\/span><\/li>\n<\/ul>\n<\/div>\n<div><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/4e9b3a7d-6616-4daa-835a-505084423b24.png\" \/><\/div>\n<div><\/div>\n<div>\n<div>\n<div>\n<div><\/div>\n<div>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Click\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Users<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/85fe3ff7-d766-4c2f-af98-a0fbd486f235.png\" \/><\/div>\n<\/div>\n<\/div>\n<div><\/div>\n<div><\/div>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<div>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Select\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Project<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/8a85e175-ec54-4a5b-b718-0b2e894aad1a.png\" \/><\/div>\n<div><\/div>\n<div><\/div>\n<div>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<\/div>\n<div>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Click on the<span style=\"box-sizing: border-box; font-weight: bolder;\">\u00a0Add New Assignment<\/span>\u00a0button<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div><img decoding=\"async\" class=\"docsimage\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box; width: 1404px; height: auto;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/86938428-fc6d-43d7-b9d0-24658090a573.png\" data-zdeskdocid=\"img_8801867254928566\" data-zdeskdocselectedclass=\"original\" \/><\/div>\n<div><\/div>\n<div><\/div>\n<div><\/div>\n<div>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Select<span style=\"box-sizing: border-box; font-weight: bolder;\">\u00a0User<\/span>\u00a0and\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Role<\/span>\u00a0then click\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">SAVE<\/span>.<\/li>\n<\/ul>\n<\/div>\n<div>\n<p><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/eefe946f-73b2-4d15-b3d1-fc6d44d79af5.png\" \/><\/p>\n<div>\n<div>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<p style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 20px; line-height: 1.5; color: #424d57; font-size: 17px;\"><span style=\"box-sizing: border-box; font-weight: bolder;\">NOTE:<\/span><\/p>\n<p style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 20px; line-height: 1.5; color: #424d57; font-size: 17px;\">You can assign users to several project roles, for example, user \u2018Leana Leonardo\u2019 is assigned to\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Project A<\/span>\u00a0as\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Applicant (Document)<\/span>\u00a0and\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Inspector (HSSE)<\/span>.<\/p>\n<p style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 20px; line-height: 1.5; color: #424d57; font-size: 17px;\">User Leana is already assigned to the project, so all you need to do is;<\/p>\n<ol style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 1rem; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box;\"><span style=\"box-sizing: border-box; font-weight: bolder;\">Manage Project Users<\/span>, select Project<\/li>\n<li style=\"box-sizing: border-box;\">Type name user, then press Enter for searching<\/li>\n<li style=\"box-sizing: border-box;\">User will appear, click the pencil button<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<p><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/774e70c1-9491-4fba-baec-63c199275ab6.png\" \/><\/p>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">Select the second Project role for user Leana in project A, then press the save button at the bottom<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div><img decoding=\"async\" class=\"docsimage\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box; width: 1234px; height: auto;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/ed0232cf-301c-4679-8bde-57305db0744e.png\" data-zdeskdocid=\"img_8627278643470817\" data-zdeskdocselectedclass=\"original\" \/><\/div>\n<div><\/div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<ul style=\"box-sizing: border-box; margin-top: -12px; margin-bottom: 20px; color: #424d57; font-size: 17px;\">\n<li style=\"box-sizing: border-box; margin-bottom: 3px;\">The second project role has been successfully added.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/8b5fc933-80c0-4c4c-bb7e-cd2c35b1df5b.png\" \/><\/div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<h2 id=\"2_Unassign_User_from_Project\" class=\"toc_anchors\" style=\"box-sizing: border-box; margin-top: 32px; margin-bottom: 16px; font-size: 24px; color: #424d57;\"><span style=\"box-sizing: border-box;\">2. Unassign User from Project<\/span><\/h2>\n<p style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 20px; line-height: 1.5; color: #424d57; font-size: 17px;\">To unassign a user from the project, go to User &gt; the name of the user to be unassigned from the project, then uncheck all project roles. Make sure there are no project roles left then click the SAVE button.<\/p>\n<\/div>\n<div>\n<p style=\"box-sizing: border-box; margin-top: 0px; margin-bottom: 20px; line-height: 1.5; color: #424d57; font-size: 17px;\"><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/9ee775d0-3c89-4960-a933-25e796a028da.png\" \/><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div><img decoding=\"async\" style=\"padding: 0px; max-width: 100%; box-sizing: border-box;\" src=\"https:\/\/gallery-helpdesk.s3.ap-southeast-1.amazonaws.com\/peer\/how-to-assign\/unassign-user-project\/76cbbd7f-ef3d-403b-9dc6-dd3c76c1d020.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2 id=\"4_Project_Role_Information\" class=\"toc_anchors\">3. Project Role Information<\/h2>\n<ol>\n<li style=\"list-style-type: disc;\"><a href=\"https:\/\/help.magicsoft-asia.com\/portal\/en\/kb\/articles\/project-role-for-hsse-inspection-module\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Project role for HSSE Inspection module<\/a><\/li>\n<li style=\"list-style-type: disc;\"><a href=\"https:\/\/help.magicsoft-asia.com\/portal\/en\/kb\/articles\/project-role-for-rerto-inspection-module\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Project role for RE\/RTO Inspection module<\/a><\/li>\n<\/ol>\n<div><\/div>\n<\/div>\n<div><\/div>\n<\/div>\n<div><\/div>\n<\/div>\n<div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>1. Assign User to Project This is a way to assign users to projects, users can have one or more project roles in a project (Multiple Project Role). Login to\u00a0PEER\u00a0as\u00a0Administrator\u00a0or\u00a0Project Admin Click on\u00a0Project Setup Click\u00a0Users Select\u00a0Project Click on the\u00a0Add New&#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"footnotes":""},"doc_category":[138],"doc_tag":[],"class_list":["post-15722","docs","type-docs","status-publish","hentry","doc_category-user-management"],"acf":[],"year_month":"2026-04","word_count":205,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Malik Alamsyah","author_nicename":"malik","author_url":"https:\/\/www.wsh-peer.com\/en\/author\/malik\/"},"doc_category_info":[{"term_name":"User Management","term_url":"https:\/\/www.wsh-peer.com\/en\/docs-category\/user-management\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs\/15722","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/comments?post=15722"}],"version-history":[{"count":1,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs\/15722\/revisions"}],"predecessor-version":[{"id":15737,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs\/15722\/revisions\/15737"}],"wp:attachment":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/media?parent=15722"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/doc_category?post=15722"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/doc_tag?post=15722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}