Capital Project Tracking - Assign Editors

Editors have the highest level of permission in Capital Project Tracking and are the only users able to create projects. Editors retain full editing permissions for the Capital Project Tracker, including renaming and accessing the Tracker Settings.

Note: Only users with the Admin user role in User Management will be able to create a new Tracker. Learn more about the User Management roles in this Support Center article: Defining User Role Types in User Management.

1. To add an Editor, select the +Add Editor icon. 
2. Choose a user or select +Add New User to add a user not currently in the system. Selecting this option will open User Management in a new browser tab where you can add the new user.
3. Lastly, select the Add Editor(s) button.