How do I assign a new property manager to a project?

Follow the steps below to learn how to assign a new property manager to a project.

Step 1: Go to the Project tab in the Building Profile.

Step 2: If you hover your mouse over the name or anywhere on the project line, you will see three dots appear, as shown in the image below.

Step 3: Click on “Edit project,” and a sidebar will appear on the right-hand side.

Step 4: Click on “Manager,” and a dropdown menu will appear, allowing you to select the new Project Manager.

Step 5: If you can’t find a specific person, they either don’t have an account yet or don’t have permission for that project or asset. Check this article to learn more about Access Management. 

If you have any questions, please contact our Support team.

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