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Add Role / User to a Project

When no ROLES / USERS assigned to a project you will see the below -

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Add a user to a Project?

User can be added based on ROLE or an individual USER.

To add a ROLE:

  • Project Details -> Permission -> Roles -> Click the Add button

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  • Select Role -> Click the Add button

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Likewise, to add a USER:

  • Project Details -> Permission -> Users-> Click the Add button

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  • Select the user(s) -> Click the Add button

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    Please Note: You may see a project even when you are not assigned to it. That's because the ROLE you are assigned to has the permission to see all projects.

Project Access:

This shows an overview of the users who currently have access to this project and the reasons they were granted access:

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Each user listed has been provided access based on their responsibilities and their active role in supporting or managing the project.