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How do I add a new user with editing and/or read-only access to a project?

Modified on: 2015-08-12 10:06:32 -0500


To add a new user with editing and/or read-only access to a project, complete the following steps:

 

 

 


From the HSUP secure portal, click the Projects tab at the top of the page. Click Add/Edit Project Users.

 


 

 


As a best practice, determine whether the individual is currently in the Contacts directory. In the Start typing to find a contact box, begin typing the individual's last name. If the individual is in the Contacts directory, click over his/her name to edit the profile and skip over the next step. If the individual is not in the Contacts directory, click Add New User and proceed to the next step.

 


 

 


Enter the individual's first and last name. Enter the individual's email address.

 


 

 



Select COE Project Personnel from the HSUP Portal Role dropdown menu.

 


 

 


Add the individual's main institution. To do this, begin typing the name of the institution in the Choose main institution... box. When the institution appears in the pick list, click over it to add it to the box.

 


 

 


Add the individual's center. To do this, begin typing the name of the center in the Choose COEs... box. When the center appears in the pick list, click over it to add it to the box.

 


 

 


Select Yes under Send Portal Welcome Email and Login Information. Note: If the individual is currently a member of the HSUP secure portal and you are simply changing his/her role in the Project Reporting System, select No. Click Save Personnel Information.

 


 

 


Click the HSUP logo in the upper-left corner. Click Access the Project Reporting System.

 


 

 


Click View to the right of the user's Center.

 


 

 


 

Click View Projects.

 


 

 



In the Search box, begin typing the name of the project for which you would like the new user to have access. Locate the project from the list, and click Edit on the far right.

 


 

 



Click on the Personnel tab.

 

 

 

 

 


Click Add Personnel under Project Personnel with Project Portal Access.







Select the name of the user, and the user's project role.from the first 2 dropdown menus. Select the user's project access of either Read Only or Edit from the Project Rights dropdown. Enter the user's percentage of effort on the project (optional), and click Save Personnel. Scroll down to the bottom of the page, and click Save Project.



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