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User assignments by project managers from different locations

Your role (and your permissions) control the degree to which you can manage (view, add, edit, delete) the users within an account. Users can be members of several groups. To assign users to tasks, you must have visibility over that user's group. As project manager in the Root folder (user included in the Project Manager group in the Root folder) you can do more things than a project manager in a specific customer folder (user included in the Project Manager group in a customer folder).

This topic explores the impact of location on inviting users into groups and assigning users to project tasks:
  • As project manager in the Root folder (user included in the Project Manager group in the Root folder)
  • As project manager in a specific customer folder (user included in the Project Manager group in a customer folder)

Access to resources is governed by the location of the groups a user belongs to.

Assigning users to tasks

  • I am a project manager located in the Root folder. I can assign users (and groups) from folder X and from above folder X to project tasks located in folder X.
  • I am a project manager located in a specific customer folder. I can assign users (and groups) from my customer folder and from above (my parent, grandparent or Root folder) to projects tasks located in my customer folder.

What happens if you are a project manager for customer A, but also a project manager for customer B? This scenario allows you to assign users from both folders, even if those folders are brother folders.