Manage Project Participants

Tasks

Steps

Add Project Participant

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Navigation Path

Admin > Projects > View > Manage (Users, Trade Partners, Broker Agents or Mortgage Companies)

Steps

1. Select the Associate (Participant) link.
2. Select the appropriate participant by selecting the check box next to each user(s).
3. Select the Associate User(s) button

Remove Users

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Navigation Path

Admin > Projects > View > Manage (Users, Trade Partners, Broker Agents or Mortgage Companies)

Steps

1. Select the appropriate users by selecting the check box next to each user(s).
2. Select the UnAssociate User(s) button