Assign an associated user

There are three ways to create the link, depending on whether you are working on one person, setting a default, or changing many at once. For what the link does, see The associated user.

From the person’s record

The way to handle one person.

1. Open the person’s record.
2. Go to the Administration menu and select Associated user.
3. Enter the user’s email address.
4. Choose the permission level.
5. Save.

From the project configuration

Sets the default level applied to every new associated user. Useful for bulk imports and for those using the APIs.

1. Go to Project menu → Administration → Configuration → User-Person.
2. Use the selector to define the default permission.

Caution

This setting only applies to people created afterwards. It does not change the permissions of existing ones.

With the wizard, for many at once

Changes the permission of a group of people who already have an associated user.

1. Open the wizard from the people list.

   

2. Select the people whose permission you want to change. Only those who already have a associated user are shown.

   

3. Choose the permission to assign.

   

4. Confirm to apply it to everyone selected.