Assigning Projects to Team Members

Have access to only the projects you're working on.

Scottie Elliott avatar
Written by Scottie Elliott
Updated over a week ago

Assigning projects to Team Members in Gather is easy! 

Just follow these 5 simple steps:

Step 1 - Ask the "Owner" or "Super Admin"on the account to log in. 

*Note: Currently, only the Owner or Super Admin on the account has the ability to assign projects to Team Members.

Step 2 - Go to the "Account" dropdown menu and select "Company Profile".

Step 3 - Select "Team Members". 

Step 4A - To allow an associate to access all projects, click the pencil icon next to the team member project list, and in the "Project Access" section, toggle the switch to green, as shown below.

Image 1-13-2023 at 7.14 AM

Step 4B - To allow associates to access only specific projects, click the pencil icon next to the team member project list you'd like to edit.

Step 5 -  Make sure to turn off the "All Projects Access" to select certain projects. Check the box next to each project name you would like the team member to have access to, and then click the green "Update" button. 

Image 1-13-2023 at 7.15 AM

*Notes: You can edit the projects team members are assigned to at any time.

 

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