Adding/Deleting Users to a Project

Before users can access specific projects in SmartPM, they must first be added to the Company Roster. Once in the roster, users can be assigned to individual projects using either the Admin Tool or the Project Settings Tool, with roles that determine their level of access and permissions.

Adding a User:

SmartPM Admin Tool:

1. Click the Admin tab on the left hand side.
2. Select ‘Users.’
3. Locate the user you would like to add.
4. Click the Manage Projects icon to the right of the user name.
5. Select the projects the user will have access to, and select their  role for each project:
   1. Schedule Admin: Full control over project schedules, modifications, etc.
   2. Read-Only User: Can view project data and reports but not change them.
6. Click save.
   
   

Project Settings Tool:

1. Click the project where you’d like to add a user.
2. Click the settings tab on the right hand side.
3. Select the Manage Users tab.
4. Click ‘Add User.’
5. Select the User and Role from the dropdown.
6. Click save.
   
   

After a user is assigned to projects, they will be notified that they have project access and see those projects listed in their Dashboard. 

Deleting a User:

To delete a user from an individual project, follow these steps:

1. Click the project from which you would like to delete a user
2. Click the settings tab on the right hand side
3. Select the Manage Users tab
4. Locate the user you would like to delete from the project
5. Click the trashcan icon to the right of their name
6. Then, click OK.