Assigning a User to a Project (Versions: 8.2+)

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.
   Note: Entry is named 'Projects' in versions 11.2 and lower 
3. Select the Project you'd like to give one or more Users access.
4. Click Edit and select the Users tab.
   
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.