Users

Training Materials: Assigning Users to a Project

Overview

The User Module in Project Setup is crucial for assigning users to a project with pre-defined Project Roles. This ensures each team member has the appropriate access and responsibilities within the project.

Steps to Assign a User to a Project

1. Navigate to Project Setup:

   • Go to the main menu and click on “Project Setup.”

2. Access the Users Menu:

   • Within the Project Setup, click on the “Users” menu.

3. Select the Project:

   • Choose the relevant project from the list.

4. Add a New User Assignment:

   • Click the + button or the “Add New Assignment” button located in the bottom right corner.

5. Assign the User:

   • In the assignment window, select the User from the dropdown list.
   • Specify the Project Role from the available options.
   • Click “SAVE” to confirm the assignment.

6. Assign Multiple Project Roles:

   • If a user needs to have multiple roles within the same project, find the user in the list.
   • Click the pencil icon next to the user’s name to edit their roles.
   • Select the additional Project Role.
   • Click “SAVE” to update the assignment.