Assigning users and roles to activities and projects
Assigning users or roles to activities
Method 1
1 In the left tree, click Users (under the appropriate customer account) if you want to assign an individual user to an activity, or click Roles (under the appropriate customer account) if you want to assign all members of a role to an activity. If you are not using customer accounts, click Users or Roles under the System account.
A list of current user or role members appears on the right-hand side of the page.
2 Select the users or roles, in the left table, to assign and select the Activities tab in the right table. This displays the activities, and activity features, to which this user or role is currently assigned.
3 Click Add/Remove. This opens the Add Activity dialog box.
4 Choose the activities to which this user or role should be assigned and click OK.
Method 2
1 In the left tree, click Activities under the appropriate customer account. If you are not using customer accounts, click Activities under the System account.
The activities and activity features appears on the right-hand side of the page.
2 Select the activities that you want to assign, then select the Users or Roles tab in the right table. This displays the users or roles to which the selected activities are currently assigned.
3 Click Add/Remove. This opens the Add User or Add Roles dialog box.
4 Choose the users or roles you want to assign to this activity and click OK.