How to Assign project to Users?

In CaptuData, you can assign project to users in two different ways:

During user creation → When setting up a new user profile, you can directly assign specific projects to them.
From the projects screen → By editing existing jobs and assigning them to specific users.

🔹 Assigning project from the User Section

Go to the Configuration Panel.
Open the Users section.
Select the user you want to assign jobs to and click Edit User.
Use the filters to search for programs by their status (In Preparation, In Progress, or Finished).
From here, assign the corresponding jobs to the selected user (as shown in the image below).

Notes

Assigning jobs ensures that users can access only the works and projects relevant to them.

Permissions depend on the role assigned (Inspector, Supervisor, Facilitator, etc.).

Then, you will be able to select the projects you want to assign.

Use the arrows between the boxes to move projects from the Available list ➡️ to the Assigned list (as shown in the image below).

Once moved, the user will immediately have access to the assigned projects.

To assign users to specific jobs, follow these steps:

From here, you can assign users to the job and configure access as needed.

When you open the project details, the system will display all the project information.

At the bottom of the screen, you will see a list of all users. From here, you can:

Select the users you want to assign to the job.
Use the arrows between the boxes to move them from the Available list ➡️ to the Assigned list (as shown in the image below).

Once assigned, these users will have access to the selected job.

Please note that Facilitators can be granted access to the entire program and all the jobs created within it.

Go to the “Org Chart” tab.
Apply the necessary filters (by status and country) to display all programs.
Select the program you want to edit.
In the edit view, you will see the list of available Facilitators.
Assign the facilitators to the program as shown in the image below. }

Facilitators assigned at the program level automatically gain access to all jobs created within that program.

Access rights may vary depending on your role permissions.

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