How to create a company-user with permission to create projects

By default, a user added to CxPlanner will not have permission to create their own projects. If you want to grant a user the ability to create projects, the process is slightly different. You need to assign the necessary permissions through the user management section, allowing the user to add their own projects.

Guide to Creating a User with Project Creation Rights:

Click on your profile icon in the top right corner.
Select "Users" from the menu.
Add the user in the same way as adding a user to a project.
Once the user is added, ensure they have the necessary permissions to create projects.

Note: You need to have the project role "Manager" or higher to have permission to create projects

Step: 1, 2 & 3 - Add the user

Step: 4 & 5 - Give the user access

Updated on: 03/24/2025