Setting Customers & Managers

Portal Admins can bulk set projects to customer and managers. See Adding Users & Roles for more information on creating Customer and Manager role users.

1. To bulk set customers or managers on projects check the select all or individually select the projects you want to set. Once the projects are highlighted, hover your mouse over "More". Click on Set Customer or Set Manager.

Screen_Shot_2018-12-11_at_1.24.14_PM.png

2. The usernames for the customer or manager role will appear. Select the username and click Apply.

 Screen_Shot_2018-12-11_at_1.25.48_PM.png

3. Click into the project and you will see that the Customer or Manager will now be set.

Screen_Shot_2018-12-11_at_1.27.28_PM.png

Have more questions? Submit a request

Comments

Powered by Zendesk