Users & Resources Heading

This heading provides tools for adding and maintaining users, resources, and user types. Your ability to locate, edit, add, clone, and/or delete users and resources, as well as the ability to reset passwords will vary with your level of permissions. The Users & Resources heading includes:

• User Types Editor — define access rules, permissions, and notifications to groups of users
  • User Types Editor - General Tab
  • User Types Editor - Global Permissions Tab
  • User Types Editor - Cost Center Permissions Tab
  • User Types Editor - Notifications Tab
  • User Types Editor - Assigned Users Tab — manager users assigned this user type
  • User Types Editor - Dashboards Tab
  • Management Alerts
• User Editor — manage who can log into Projector, passwords, contact details, and permissions
  • Client Users — configure client users for time approval, emails, and project workspaces
  • Installation Owner — your main administrative contact
  • Proxy Users —  test permissions and cover for out-of-office users
  • User Editor - Contact Information
  • User Editor - General Information
  • User Editor - Overrides Tab
  • User Editor - User Types — learn about user types and how to apply tehm
• Resource Editor — manage people who report time, report expenses, or are scheduled on projects
  • Resource Info Tab —  create a new history row for the resource or modify basic information like email address or name
  • Resource Skills Tab —  define areas of expertise for a resource
  • Resource User Defined Fields Tab — set values for your resource UDFs 
  • Resource Scheduled Time Off Tab —  schedule common reasons to be out of work like vacation, jury duty, or a personal day
  • Resource History Tab — view and edit the history for a resource
  • Resource Resumes —  upload files that are relevant to a resource like credentials, resume, or photo
• Role Types Editor — create, edit, and delete role types
• Resource Types Editor —  classify your resources by type and specify default settings on them