Project Management controls access to a project. Use it to define roles, assign users, and manage companies.
Create roles and set permissions.
Add users and assign roles.
Maintain the list of companies used in the project.
You need a role with permission to manage project settings.
If you can’t see Project Management, ask a project admin.
Role management Create roles and set permissions.
Manage users Add users and assign roles.
Manage companies Maintain the companies in the project.
If you just got new permissions, refresh the web app. If that’s not enough, sign out and sign in again.
Once access is set, set up master data. Then start building templates.
Master data Create the standard values your project will reuse.
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