There are 2 methods to add users to existing projects- 1. Assign user to project from SmartPM admin tool 2. Assign user to project from the project settings tool
1. Assign user to project from the SmartPM admin tool-
- Login to SmartPM and select the “Admin” tool from the menu on the Left-side.
- Select the Users tab: You'll see a listing of the users that have access to SmartPM inside your organization
3. To add users to existing projects in the Users tool, you're going to click the check-mark list icon, to the left of the pencil icon on the right side of the Users screen.
4. You will be presented with a list of the company's projects. You will want to click the box next to the project(s) and assign a role to that user for each project selected.
2. Assign user to project from the project settings tool-
1. Log into SmartPM > click on a project, and select the “Settings” tab on the right menu.
2. Select the Manage User tab on the left hand side
3. Click on the “+Add User” Button and select the user from your company, you want to add to the project
4. Next select the role:
- Read Only User: Users have the ability to come in view the data and understand what the data means
- Schedule Admin: Users have the ability to manipulate the data, make modifications, upload new schedules
5. Click the “Save” button and they now have access to this project. They'll receive an email notifying them that they have been granted access to this project. Once they log into their account, they'll be able to see the project on their dashboard.