Overview

'My Business Summary' allows users to assign internal team members to a Project. This gives those assigned users access to that Project, and in turn adds those members to the Project Directory as well.

Process

  1. Within the Project, navigate to the drop-down menu and select My Business Summary.

  2. Assign an Employee by clicking on the button. Note that the Employee's Job Title will be based on the Employee's billable role (this is set within the Employees module, and only Administrators / Accounting account types can change this).

  3. You may also assign a designated Project Manager and Project Executive; these roles within this row will stay as is, regardless of what that Employee's billable role is.

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