Setting Customers & Managers

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

1. To bulk assign projects to customers or managers 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.


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


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


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