From the task pane, click Contacts, then click the name of the member you wish to add to the project.



On the window that pops up, select the project/s under Add to specific projects then click Save.



Roles


The following roles are available for the users:


  • Project Collaborator - Can access most of the task-related features for the projects assigned to them.

  • Timesheet / Expense User - Can create and submit timesheets & expense reports. 

  • Scheduling User - Can be scheduled to a project or task 

  • Project Manager - Super user for Project Management

  • Scheduling Manager - Can manage schedule of resources assigned to the projects

  • Schedule Viewer - Can view schedules assigned to team members

  • Invoicing Manager - Overall Finance Function

  • Timesheet Approver - Approves timesheets submitted by the team members 

  • Expense Approver - Approves expenses submitted by the team members

  • Administrator -can manage accesses


To summarize, these roles have these access levels:



Role

Project Management

Project Tasks

Resource Planning

Timesheeting

Project Accounting

Project Collaborator

No

Yes

No

No

No

Timesheet / Expense User

No

No

No

Yes

No

Scheduling User

No

No

No

Yes

No

Project Manager

Yes

Yes

Yes

Yes

No

Scheduling Manager

No

No

Yes

No

No

Invoicing Manager

No

No

No

No

Yes