Assigning Functions to Users

Functions help identify the type of specialist within your company that owns a deliverable, activity, workflow action, or gatekeeper position in a project. By assigning users to functional areas and functions, you can ensure that project team members are assigned to the appropriate events within a project, as well as allowing team members to see who is responsible for each functional area within projects. See Assigning Team Members to Projects for more information.

To assign functions to a user:

1. From the System menu, select Security & Groups > User Admin.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field by selecting one or more of the following options and clicking Search. More...
• Selecting a Function in the drop-down will display available users that are assigned to the function.
• Select a Group By option to arrange the user list by roles, functions, resource pools, or access groups.
• Click More options check box displays or hides the additional filter options.
• In the Active/Inactive drop-down, select to filter users by active and inactive status from the following options:
• Active Users Only - excludes inactive users.
• Show All Users - displays active and inactive users.
• Inactive Users - displays only users marked as inactive. Inactive status is indicated with grey italics.
• In the Roles drop-down, select a specific role to apply to filter the user list.
2. In the Users list, click the name of the user to open the user details for editing .
3. Select the Functions tab.
4. Select the applicable function check boxes for each user.
5. Click Save to save your changes.