The associated user

The associated user links a user — the account that logs in — to a person — the individual registered in the project. See Users and people for why the two are separate.

The link is made from the Associated user item of the person’s record, by entering the user’s email address: the email is the key of the association.

Example

Sara Martini is registered as a person. Associating the email of the account that represents her lets that account see her safety position — her courses, her PPE, her deadlines — with the permission level you choose.

The permission levels

Level	What the user can do with the person they are associated with
None	No access
Manager/Read-Write	Read and change the person’s information
User/Read	View the person’s information, without changing it
Project default	Inherits the level set in the project configuration, None if it has not been set

What it is for

The associated user gives a worker access to their own position without extending it to the company’s data. The association does not add the user to any group of the project or its offices, so on the project their level stays NA. With User/Read on their person, the worker sees their courses, their PPE and their deadlines, and nothing else.

To create the link, see Assign an associated user.

To see the whole flow, follow Give a worker access to their own record only.