Project Users

The Project Users tab allows Project Managers to assign users to a project and manage their roles and access efficiently. Users can be added individually, transferred from other projects, or assigned in bulk.

1. Adding a New User

To add a user directly to the project:

1. Go to the Project Users tab

2. Click New

A side panel will open where you must fill in:

• User Name (mandatory)

• Project Role (mandatory)

• Project Group (optional)

• Active switch

3.     Click Apply

After saving, the user will appear in the list and can be activated, edited, or removed at any time by the project manager.

2. Transferring Users From Another Project

If your Workplace contains multiple projects, you can reuse users already assigned elsewhere:

1. Click Transfer Users

2. Select the project you want to import users from

3. Choose one or more users to transfer into the current project

This avoids re-creating user assignments and speeds up setup for similar or recurring project teams.

3. Bulk Assign to Project Groups

Within the Project Users tab, the Bulk Assign feature allows you to quickly assign multiple users to a specific project role or to project teams at once—without editing each user individually.

This is especially useful when organizing large teams.