Define Project Users and Customers

Use the Project Users and Project Customers tabs to add users and customers to the project and specify details about them.

To define Project Users:

1. Select the Project Users tab in the form arrangement.
2. Select New ITPT Project User.
3. Complete the Project User form:

   1. Select the Project Notification E-mail check box to indicate that the user should receive project updates via email.

      Notification emails are also used for the Project Approval Process, so all members of the Project Approval Team must have the check box selected to receive approval notification emails.

   2. Select the Approver check box to indicate that the user is a member of the Project Approval Team.
   3. Select the name from the drop-down list or select the Select User link.
   4. Select the role from the drop-down list.
   5. Provide the email, phone number, and any notes for the user.

To define Project Customers:

1. Select the Project Customers tab in the form arrangement.
2. Select New ITPT Project Customer.
3. Complete the Project Customer form:
   1. Select the Project Notification E-mail check box to indicate that the customer should receive project updates via email.
   2. Select the name from the drop-down list or select the Select User link.
   3. Select the role from the drop-down list.
   4. Provide the email, phone number, and any notes for the customer.

The Project Customer form automatically saves.