Assigning a User to a Project (Versions: 8.0 - 8.1)

Versions: 8.0+

Managing QuerySurge Projects: Assigning Users to Projects

In order to give a User access to one or more QuerySurge Projects, you must assign that User to the Project. When assigning a User to a Project, you are able to select the appropriate Role for this User on the particular Project. The selected Role is specific to the Project, so it is possible for a User to have a different Role on different Projects. This article will walk you through the process of assigning a user to a Project using Global Administration.

Assigning a User to a Project - Projects Grid

1. Log into the QuerySurge Global Administration Portal as a Global Admin user.
2. Navigate to QuerySurge Administration > Projects.
3. Select the Project you'd like to give one or more Users access.
4. Click Manage Users.
   
5. Click the Add User button (  )
   
6. Select the User from the User drop-down list.
   
7. Click in the Project Role cell for this User and select the appropriate Role for this User in this Project. 
   
8. Repeat steps 5-7 for any additional Users you would like to add to this Project.
9. Click Save.

Assigning a User to a Project - Users Grid

1. Log into the QuerySurge Global Administration Portal as a Global Admin user.
2. Navigate to QuerySurge Administration > Users.
3. Select the User you'd like to assign to one or more Projects.
4. Click Edit.
   
5. Click the Add Project button (  )
   
6. Select the Project from the Project drop-down list.
   
7. Click in the Project Role cell for this User and select the appropriate Role for this User in this Project. 
   
8. Repeat steps 5-7 for any additional Projects you would like to add to this User.
9. Click Save.