Add Users to Projects

Most user administration tasks are performed from the Project Administration Screen.  The Add Users to Projects section of the System Administration User Management page is a convenient place to add large numbers of users to multiple projects.

The general form of this procedure is to:

• Highlight users in the "users picker".
• Add the users to the list of selected users.
• Display the list of available Projects.
• Pick the Projects to which you want the users added.
• Add the users to the Projects.

The detailed procedure is as follows: 

1. Select Administration | System from the FootPrints Toolbar, then select User Management from the Users section of the main frame.
2. Select the Add Users to Projects tab. The page displays a list of users, as well as drop-down fields and a checkbox to help filter the users. The drop-down fields and checkbox are as follows:

• Select users drop-down—Options are:
• All Users—All of the users in all Projects.
• Agents—All Agents, including administrators, in all Projects.
• Unique Customers—Customers in all Projects who have each of them a unique login.
• Shared Customers—Customers in all Projects who share their logins.
• not in—Check this box to find users who are not in the Projects you designate in the Projects drop-down field.
• Projects drop-down—Select the Projects from which to choose the users or from which to exclude them if the "not in" checkbox was checked.

3. When you have finished setting up the filter to obtain the users list, choose the users to be added to Projects. To do so, highlight the user(s) in the list, then click the right arrow button () to move the highlighted user(s) into the Selected Users field. To remove a user from the Selected Users field, highlight the user in the Selected Users field and then click the left arrow ().
4. Click the Load Projects button. A list of Available Projects is displayed, as well as an empty Selected Projects field.
5. Choose the Projects to which the user(s) are to be added. To do so, highlight the Project(s) in the list, then click the right arrow button () to move the highlighted Project(s) into the Selected Projects field. To remove a Project from the Selected Projects field, highlight the Project in the Selected Projects field and then click the left arrow (). FootPrints displays the Projects at the bottom of the page. You can continue to add or remove Projects as desired until the list of Projects is satisfactory.
6. Optionally, you can select a default Project for the users you have added. Because this page allows you to add existing users to Projects, and those users may already have a default Project, it is not required that you designate a default Project. To designate a default Project for all of the Selected Users, click the radio button beside the Project name under the Default Project heading. All of the users are then assigned the specified Project as their default (the Project they are shown first when they log into FootPrints). If any of the users already have a default Project, that Project is changed to the one selected by the system administrator.
7. Specify a role for the users you have added in each of the Projects. To specify a role for all of the Selected Users, select the role in the drop-down field below the Role heading in each Project. All of the Selected Users are assigned the selected role in each Project.
8. Optionally, you can designate a Supervisor in each of the Projects for the users you have added. To designate a Supervisor, select the Supervisor from in the drop-down field below the Supervisor heading in each Project. All of the Selected Users are assigned the selected Supervisor(s) in each Project.
9. Once you have specified all of the values for the users, click the Save button. The users are added to the Projects with the properties you have assigned.