Assign/Unassign Users to Projects

There are 2 places in the PRC Risk Register you can assign/unassign users to projects. One is in the Create & Edit Users page and the other is in the Manage Projects page.  Users can be assigned to multiple projects and be given different user access for each project.  Assigning users in the PRC Risk Register is done in a step by step wizard.  User access can be assigned for a particular project at that time.  When unassigning a user from a project, the system will keep the user in the system but delete any links it has to that particular project.

Assigning users to projects:

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Select a user to assign a project to.
3. Go to the Assigned Projects section, and then click Assign Project to User. (A pop-up box will appear to walk you through the process).
4. In Step 1, select a project by entering the project name, and then click the Search button.  After you have selected a project, then click Next Step.
5. In Step 2, set the user’s access for the project, and then click Finish.
6. After you receive the confirmation message, then click OK. The project is now assigned to the user.

-or-

1. Administration | Manage Projects
2. Select a user to assign a project to.
3. Go to the Assigned Users section, and then click Add User to Project. (A pop-up box will appear to walk you through the process).
4. In Step 1, select a project by entering the project name, and then click the Search button.  After you have selected a project, then click Next Step.
5. In Step 2, set the user’s access for the project, and then click Finish.
6. After you receive the confirmation message, then click OK. The project is now assigned to the user.

Unassigning users from a project:

Steps:

1. Administration | Manage Users | Create & Edit Users
2. Select a user.
3. Go to the Assigned Projects section, find the project name, and then click Unassign Project
4. You will then receive a warning message that the project will be removed, click OK.
5. After you receive the final confirmation message, then click OK. The project is now unassigned from the user.

-or-

1. Administration | Manage Projects
2. Select a user.
3. Go to the Assigned Users section, find the user’s name, and then click Unassign User.
4. You will then receive a warning message that the user will be removed, click OK.
5. After you receive the final confirmation message, then click OK. The user is now unassigned from the project.

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