Assigning a User to a Project

Sometimes you need to assign a new or existing user to an existing project.

Assigning a User to a Project

1. Go to Main Navigation > Projects
2. Click the Project List tab
3. Find the project and click the Edit icon to the left of it (clipboard icon)
4. A pop-up should appear, scroll down and click Assign Extra Employees
5. Another pop-up will show, click the green plus next to the user(s) you wish to add
6. Scroll down and fill in the details (these details will apply to each of the users you are adding to this project)
7. Click Add Users
8. Scroll down and click Update Project (if you don’t do this then the project won’t save any of the changes you’ve made)

Find out how to assign a user to a new project.