Assign a User to a Project and Team

If you log into VanillaSoft and receive the message "You have not been assigned to a Project," you have a couple of options depending on your permissions:

If You Have Switching Permission:

• You can switch to another Project or Team. Detailed steps for this process can be found in our How To Switch Projects or Teams article. This allows you to select the appropriate project or team based on your current needs or tasks.

If You Do Not Have Switching Permission:

• Contact your Admin for assistance. Your Admin may need to grant you the necessary permissions or assign you to a specific project. They can refer to the Allow or Prevent Project and Team Switching Ability article for guidance on modifying your permissions.

Admins play a crucial role in managing how users are assigned and granted access within VanillaSoft. To assign a user to a specific project and team, follow these steps:

1. Navigate to User Management: From the admin homepage, select Users from the top menu.

2. Locate the User: Scroll through the user list or use the Search function to find the specific user you wish to assign to a project.

3. Assign to a Project: Open the Current Project dropdown and select the desired Project you want to assign the user to.

4. Assign to a Team: Open the Team dropdown and select the appropriate Team within the selected Project.

5. Save the Changes: Click Save to apply the new settings.

• Note: For the changes to take effect, instruct the user to log out and log back into VanillaSoft or refresh their page.

Admins can also manage broader user permissions and access through the Managing User Access and Restrictions article. This resource provides further details on how to customize user settings to fit the operational needs of your projects.