Users: Managing the Projects of a User

A user can belong to many projects.

For each project, a user is assigned a role.

Most users will simply be a project member, though a project also needs an owner and approver(s).

1. Click in the ribbon

2. Click Team

3. Click Users

4. Click an active user

5. Click

6. Click Manage Projects

7. Select a project from the displayed projects or find a project using the search feature

   • Click a project to assign the user to the project

   • By default, the user will be a member of the project

8. Change role by clicking the colored box to the right of the project’s name

   • Click through three options (Member, Approver, and Owner) until the displayed option matches what role you would like to assign the user

9. Click to the right of a row to remove the user from the project

10. Click Save