Before you start
Only Admins and Managers can assign and unassign Users. If you do not have one of these roles, reach out to your Admin.
Assigning Projects
On the web
Open the Project in CompanyCam that you'd like to assign Users to.
Click on Project Users or the Pencil Icon on the right-side panel.
Click Assign Users to select Users for the Project. On the Project Users screen you'll see Users who contributed to the Project or have been assigned to the Project.
You can choose to assign one or more Users at a time, or you can select to assign a Group.
Once assigned to a Project, each User will be notified, and once they tap on the notification, it will take them to the assigned Project.
In the app
Open your Project and tap on the Menu Button.
Within the Users Section, tap + Assign.
Scroll through your Users and select the User(s) you'd like to assign to the Project.
Tap on the Assign option at the top of the page or select the blue Assign User button.
Unassigning Users
On the web
Open any Project in CompanyCam that you'd like to unassign Users from.
Click on Project Users or the Pencil Icon on the right-side panel.
Find the User you'd like to unassign from the Project and click on Unassign on the right side.
In the app
Open your Project and tap on the Menu Button.
Within the Users Section, tap on the Three Dots Icon to the right side of the User you'd like to unassign.
Tap Unassign User.
Confirm that you'd like to unassign the user by tapping Unassign.
FAQs
Q. What does assigning a Project actually do?
A. Assigning a Project means designating one or more Users to a specific Project so they are linked to it. If your User has the Restricted permission role, assigning them to the Project ensures they will have access to it.
Q. Are Users notified when they're assigned to a Project?
A. Yes, once a User is assigned to a Project, they receive a notification. When they tap on that notification, it takes them directly to the assigned Project.
Q. What is the difference between an Assigned User and a Project Contributor?
A. Once a User has contributed to a Project (adds photos, comments, etc), they will show as a Contributor. Project Contributors, as well as Assigned Users, will be shown in the same area, but Assigned Users are distinguished by a green 'Assigned' label.
Q. If I unassign a Restricted User from a Project, will they maintain access?
A. No. Restricted Users only have access to Projects they create themselves or are assigned to. By unassigning them from the Project, you will take away access to that Project.