How to set project members
| Users can be added to projects as members of the project or as head of the project. From the inclusion, users can choose the task as an on-going task either manually on the agent or the tasks can be assigned to them automatically through JC360 rules. |
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To assign a new user to the Project, select him on the ‘Assignable users’ field and then
choose between ‘Assign as project member’ or ‘Assign as Project Leader’.
Project members: the members of a project will be able to create tasks and assign the
task to themselves inside the project, even if their Manage task/project permission is set to
Limited
Project leaders: the leaders of a project will be able to create tasks and assign the tasks to themselves and to the project members inside the project, even if their Manage task/project permission is set to Limited. If their Request approval setting is Being project leader or Being both project leader and supervisor, they can approve the Offline and Manual working time modifications of the project members. They are also able to use the Switch to Task Keyword based rules.