Users can be assigned in the Portal Admin > User or Project Admin > Project Role areas.
Assigning Users through the Portal Admin > User area must be done one User at a time. This process should be used if only a few Users need to be added to a Project or if the Users do not exist within the Portal.
Users can be bulk assigned through the Project Admin > Project Role area.
NOTE: Users must be added to the Portal before they can be assigned to a Project.
Portal User
From the Portal User Log page, select the User to be assigned to the project. Open the Users entry and then click the New button at the bottom of the page to open the Project User Role page.
| Number | Description |
| 1 | User. This read only field displays the User who is being added to a project. |
| 2 | Project. Select the project to assign the User to from the dropdown list. |
| 3 | User Role. Project Role to be assigned to the User. |
| 4 | Approving Manager. The Approving Manager is a Group that allows for another User, or Users, to have special access to Entries created by this User. |
| 5 | Select. Once the desired Approving Manager(s) have been highlighted, click the Select button to save them to the entry. |
NOTE: Users can be assigned to different roles for each project.
Please see our knowledge base page on How to create a new Users if the users do not exist in the Platform.
Project Role
Using the Project Role area, users who exist within the Platform on other projects, can be bulk assigned to a new project.
First, navigate to the Admin > Project Admin > Project Role menu area. Then select the Log Page Menu shown below to initiate a file upload of the new users.
| Number | Description |
| 1 | Log Page Menu. Open the menu to access the Upload button. |
| 2 | Upload. Users can only be Upload from the Project Role page. Adding Users to a project one at a time must be done from the Portal User area. |
| Number | Description |
| 1 | Upload Template File. When uploading a file, use the upload template to organize the data so it can be uploaded successfully. |
| 2 | Choose a file. Once the template file has been populated select the file to start the upload process. |
Please see our knowledge base pages on How to Resolve Common File Upload Issues to learn more.
If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.