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Enter the User Admin: |
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List of Users - click the button “add user”: |
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Enter User Data: |
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View User - after hitting submit you
will see this: |
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Add Role
- in this example we will make the user a "Project
worker":
(By default, a
project worker will only see Companies,
Projects, and Files. This could be employees
of your company, contractors, or even
clients who are only supposed to see certain
projects. You can create custom roles under
“System Admin” >> “User Roles”.) |
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Role Added: |
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Add Permissions: |
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In the dropdown “Module”, select “Companies”.
Under “Item”, hit “…”
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Select Company - here you can select
what companies the user should have access
to: |
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Selected Company - if the user is supposed to work on
your client projects, select that client
company. If you want him to work on an
internal project, select your own company:
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Under “Access”, select “allow”:
For our purposes it suffices to check the box “View” and hit “add”. |
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You will then see the following: |
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You may repeat this step as often as you wish in case you want to grant other permissions. The flexibility of the ProjectsCenter permissions system knows no boundaries.
The user has now been added and assigned permissions. You may send him an email letting him know what the URL, username and password are.
Let’s continue and
add a project... |
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