Assign a User to a User Group at the Project Level
You can assign a user to a user group on the User Groups page in the Project Team app.
To assign a user to a user group:
- In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
- From the Main Menu, select Project Team, and then select User Groups.
- On the User Groups page, select a user group row, and then select Assign.
- In the Assign Users dialog box, in the View By field, select All Companies, Project Companies, All Users, or Active Users.
- Select one or more users from the Available list, and then select Assign.
Tips
- To remove a user from the user group, select the Context menu by the user's name, and then select Remove.
- If a user group is inherited by a child workspace, you can view the inherited users by selecting Show Workspace Users.
- The Search feature searches the entire list of users for matches. During that initial search, it will stop after finding 500 results, then filter out those who have already been assigned. For this reason, your maximum number of search results might vary. To limit the number of results, be as specific as possible when entering a name in the search field. For example, enter the first and last name of the user.
Last Published Wednesday, October 16, 2024