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How to Assign Analysts to a Project


After completing this how-to you will have learnt how to assign Analysts to a project, you will also have an understanding of how to remove analysts from a project.

First Step

Begin by clicking the Setup Analysts tile in the Organisation Dashboard as shown below;

Second Step

Enter the Project Definition as shown below;


and then click 

Final Steps

  1. Click the create icon
  2. Enter the Project Definition
  3. Enter the username
  4. Click Save

Note: you can add more than one analyst if required, repeat steps 1 - 3.

What's Next

A step by step guide for removing an analyst was omitted in this how-to. However the process is similar, select the analyst from the list and choose the delete icon (third icon on the toolbar)

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