Make user or resource non-assignable

← User / Resource Management
There are circumstances where you may want to set a user or resource non-assignable to tasks:
  • Freelancer that you hire occasionally
  • Maternity leave
  • Client imported from Basecamp
  • Executive who logs into Roadmap but is unlikely to be assigned project tasks
Setting user/resource as non-assignable removes them from any drop down menu or auto-complete field, thereby reducing clutter and preventing accidental assignments.


User / Resource Management

  1. Add individual users or resources
  2. Set project-level access to groups of users (user access group)
  3. Delete users & resources
  4. User permissions: how to set or edit
  5. Change or switch Account Owners
  6. Custom home (landing) page when you login
  7. Primary project roles
  8. Make user or resource non-assignable
  9. Import new resources from spreadsheet (Excel or CSV)
  10. Import new project roles from spreadsheet (Excel or CSV)

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