Assign a Business User to Your Projects

Assign an existing business user to individual or multiple projects to give them project access.

  1. Confirm that the correct business unit is selected in the Current Business Is field.
  2. Select Business Setup>Security>Business People.
  3. Enter the name of the user in the Name Contains field and select Search.
  4. Right-click on the user and select View Persons Projects.
  5. Select the Plus icon.
  6. Select the check box for each project you want the business user assigned to. Select the check box next to the Project Name column to select all the projects in the current business.
  7. Keep the On Device check box selected to give the business user easy access to the Field View app.
  8. Click Save.
The business user will be added to all selected projects.