Assign a Business User to a Project
Assign existing business users to individual projects to give them access to the project.
- Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
- Select Project Setup > Assign > People From My Business Unit.
-
In the Business Unit People pane (on
the right), select the check box next to the business user you want to assign to
the project and click
.
-
In the Person Role box on the
Edit Project
Person window, select the check box to assign a role, if the
user needs a different role on the project than they have on the business unit.
For example, Alan is a Project Editor on the business unit, but will be the Project Administrator for this project.
- Select the On Devicecheck box to give the business user access to the project on the Field View app.
- Click Save.