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Assign Proxy Access to Users in a Project Template

This article helps you understand how to assign proxy access to users in your project templates.

Updated over 3 weeks ago

Pre-requisites:

Permission as mentioned below, on the project template in which proxy access is to be defined:

  • To manage the project template, 'Admin' permission must be assigned to you, your organization, or a user group in which you are a member.

Below are the steps to assign proxy access for users in a project template:

1. In the 'Projects' area, navigate to the project template where proxy access for users needs to be defined.

2. Right-click on the required project template and select 'Roles & Users' then select 'User Roles & Access'.

Alternately, in the thumb view, do a mouse hover on the project template thumbnail and click the icon. A layered page opens. Click on 'User Roles & Access'.

3. It shows the existing project roles with the ability to create new roles and assign existing or new roles to users, organizations, and user groups.

4. Follow the steps as required to assign proxy users in a project (See steps 3 to 12).



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