Assign existing business users to individual projects to give them project access.
- Confirm that the correct business unit is selected in the Business Unit field, and that the correct project is selected in the Project field.
- Select Project Setup > Assign > People From My Business Unit.
- In the Business Unit People pane (on the right), select the checkbox next to the business user you want to assign to the project and click the left arrow.
- In the Person Role box on the
Edit Project
Person window, select the checkbox to assign a role, if the
user needs a different role on the project than they have on the business unit. For example, Alan is a Project Editor on the business unit, but will be the Project Administrator for this project.
- Select the On Device checkbox to give the business user access to the project on the Field View app.
- Select Save.
The business user is assigned to the project and is listed in the left pane.