Assign Project Roles from the Company Directory

You can assign Project Roles to a user for many projects from the Company level Directory tool.

• Required User Permissions

• Users must be added to the project to assign them a role.

  
  

1. Navigate to the Company level Directory tool.

2. Click Users.

3. Click View next to the name of the user.

4. Click the Projects tab.

5. Click Edit Projects.

6. Update Project Roles

   • Update a Single Project Role

     1. In the Project Role column, select the project role.

   • Bulk Update Project Roles

     1. Mark the checkboxes for the projects where you want to edit the role.

     2. Click Edit.

     3. Select the project role that will apply to all selected projects.

     4. Click Apply.

7. Click Next.

8. Click Save to confirm.