Assigning Projects To Users

Each project has an Owner who is assigned to the project. Projects assigned to employees will appear by default on their dashboard each time they login.


Assign On New Project

1.) Create a new project by clicking +Estimate and select the Owner at the bottom of the popup.
2.) Click Create Estimate.


Assign On Existing Project

1.) Open the project.
2.) Select the yellow Edit button next to the clients name.
3.) Select the new Owner at the bottom of the popup.
4.) Select Update when finished.

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