Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Open a Financial Manager project.

  2. Click Configuration in the upper right.

  3. Select Members & Roles in the left panel.

  4. Select a role from the drop-down list for the individual team member.

    Role_select.jpgImage Removedct-select-roles.pngImage Added

    The last role used for any user in a project is considered a preferred role. When the same user is added to another project, the 'preferred role' is automatically selected.

...

If a role is deleted but is still assigned to the team member, the team member reverts to the default role. An icon next to the team member member’s name notifies you that the role was deleted. The assigned default role is greyed out temporarily until you select the appropriate role for the team member.

...