You can add a User to a Project by following these steps:
- Click on the Projects tab in the navigation bar at the top of your screen.
- Note you can use the search or filtering options to easily find the project you're looking for. Once you find the Project you'd like to adjust, click View Project.
- This new page will have an Edit link in the upper right, click here to edit this Project.
- Click on the Update button in the Project Users section in the lower right hand corner.
- Select the User you'd like to add to this Project within the Add Other Users to this Project: drop down, then click the Add button.
You can remove a User from a Project by following these steps:
- Click on the Projects tab in the navigation bar at the top of your screen.
- Note you can use the search or filtering options to easily find the project you're looking for. Once you find the Project you'd like to adjust, click View Project.
- This new page will have an Edit link in the upper right, click here to edit this Project.
- Click on the Update button in the Project Users section in the lower right hand corner.
- Find the user in the Users currently in this project: section and click the remove from project link under their name. Administrative accounts will be added to every project in PRO. Therefore, you cannot remove them from a project.
Note:
- You can only add users that are also assigned to the client. Click here to learn more.
- Administrative accounts will be added to every project in PRO. Therefore, you cannot remove them from a project.
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