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Manage people in a project

For All Accounts

David James avatar
Written by David James
Updated over a month ago

Permission Required: Users with the Admin Profile, Project Manager and Custom Profile can access this feature.

Regional Availability: Australia, India, Indonesia, Singapore, United States



Overview

Creating a project within your company’s system is a crucial step in allocating and tracking expenses for a specific business initiative. These projects serve as a central hub for budget oversight and spending management, allowing employees from various departments to collaborate and make necessary expenditures that contribute to the project’s objectives.


Steps to Manage People :

Step 1: Navigate to the Manage tab and proceed to the Projects page.

Step 2: Choose the project for which you're looking to manage users and access the People section.

Step 3: In this section, view and manage the project managers. Add/remove users as project managers if needed.

Step 4: Click on Save Changes to update the project's user list.


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