1. Team Member – Manage Project Associations

1. Within ‘People’, scroll to the ‘Company Resources’ section and click on the ‘Name’ of the Team Member that you want to update as shown below.

Note: You can filter the Company Resource section by ‘All Users’, ‘Active Users’ or ‘Inactive Users’.


2. Once done, you will reach the Team Member Details’ page. Go to the ‘Project Associations’ section then click on the ‘Edit’ button. This is the section where you can add and manage the ‘Projects’ associated to the Team Members.


3. To remove a Project associated to a Team Member, click on the Delete ‘x’ icon beside the Project Associations’ fields. Once done, click on the ‘Update’ button to save changes.


4. To assign a new Project to the Team Member, click on the ‘+ Add New Association’ link. Then select a  ‘Project Name’ and a ‘Role’.