In primaTime, users need to be assigned to projects and clients in order to log time against them and see them in reports. There are several ways to manage this — whether you're setting things up for the first time or adding users to existing items.
Adding users when creating a project or client
Go to Projects or Clients and click + Project (or + Client).
Fill in the required fields (name, code, status, etc.).
Scroll down to the Members section.
Either pick individual users from the dropdown, or toggle "Add all users to this project" to assign everyone at once.
Click Create.
This is the quickest way to make sure no one gets left out from the start.
Adding users to existing projects or clients
If your projects or clients already exist and you need to assign users after the fact, there are two ways:
Option 1: Bulk selection
Go to Projects (or Clients).
Use the checkboxes to select the items you want to update & A bottom bar appears showing how many items are selected — click the edit icon.
The bulk edit panel opens. Go to the Members field and click Add new.
Select the users you want to assign from the dropdown.
Click Save to apply the changes to all selected items at once.
Option 2: Via user detail
Go to Users → User Overview.
Click on the user you want to update.
On their detail page, click the three-dot menu (⋯) in the top-right corner.
From the dropdown, choose one of the available options:
Add user to clients — assigns the user to all or selected clients
Add user to projects — assigns the user to all or selected projects
Add user to teams — assigns the user to all or selected teams
Confirm the selection.
The same menu also lets you remove a user from all projects, clients, or teams in one click.
Best practices
Need all users on everything? Go to each user's detail page and use "Add user to projects" + "Add user to clients" from the three-dot menu.
Creating new items regularly? Always toggle "Add all users to this project" during creation so new items stay in sync automatically.
New team member joined? Open their user detail and use the three-dot menu to add them to all existing projects and clients at once.
Need help?
If you'd like a hand setting up user assignments for your workspace, book a quick 30-minute call and we'll walk you through it.