Assigning a Project connects Users to the work they need to see. It directs a job to the right crew, and it's the only way a Restricted User can access a Project they didn't create.
Note: Only Admins and Managers can assign or unassign Users on a Project.
On the web
Open the Project you want to assign Users to.
Click Project Users or the pencil icon in the right-side panel. If the panel is collapsed, click the Sidebar icon to expand it first.
Click Assign Users, then select one or more Users or a Group.
Click Unassign to unassign a User from the Project.
Important: Unassigning a Restricted User removes their access to the Project entirely, unless they created it themselves.
In the app
Open the Project, then tap the Menu button.
In the Users section, tap + Assign.
Select the User(s) you want to assign.
Tap Assign at the top of the screen, or tap the blue Assign User button.
Tap the 3 Dots Icon next to the User's name you want to remove, and tap Unassign User.
FAQs
What does assigning a Project actually do?
What does assigning a Project actually do?
Assigning a Project designates one or more Users to that Project, linking them to it directly. If a User has the Restricted role, assigning them to a Project is the only way they'll be able to access it.
Are Users notified when they're assigned to a Project?
Are Users notified when they're assigned to a Project?
Users are notified as soon as they're assigned to a Project. Tapping the notification takes them straight to it.
What's the difference between an Assigned User and a Project Contributor?
What's the difference between an Assigned User and a Project Contributor?
An Assigned User is someone who's been manually assigned to a Project by an Admin or Manager. A Project Contributor is someone who's added photos, comments, or other content to the Project without being formally assigned. Both appear in the Project Users section, but Assigned Users are marked with a green "Assigned" label.
Will a Restricted User keep access if they're unassigned from a Project?
Will a Restricted User keep access if they're unassigned from a Project?
A Restricted User will not keep access to a Project once they're unassigned, unless they created that Project themselves. Restricted Users only have access to Projects they've made or been assigned to.
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