How to Add a User as Project Admin in Keka

Learn how to efficiently assign project admin roles, empower team members with the authority to manage projects, tasks, and billing

Empowering Your Team: Assigning Project Admin Roles

Keka PSA offers the flexibility to assign project admin roles to specific users, empowering them to manage projects effectively. By granting project admin privileges, you can delegate responsibilities, improve collaboration, and streamline project management processes.

Key Responsibilities of a Project Admin

Before assigning the role, it’s essential to understand a Project Admin’s responsibilities:

• Manage Team Members: Assign team roles, manage resource allocation, and monitor availability.
• Oversee Tasks and Milestones: Control task assignments, monitor deadlines, and ensure milestones are met.
• Handle Project Billing: Manage billing details, including rate cards, budgets, and invoicing.
  
  

Steps to Add a User as Project Admin in Keka

To designate a user as Project Admin, follow these steps:

1. Navigate to Global Settings:

   • In Keka’s main dashboard, go to Global Settings. This will give you access to various system configurations.
     
     
     
     

2. Access Roles & Permissions:

   • Click on Roles & Permissions, then choose User Roles. Here, you can define or update access for various roles across projects.
     
     
     
     

3. Select Project Admin Role:

   • Find Project Admin from the list and click Manage Users. This will open a list where you can add or remove users.
     
     
     
     

4. Search and Select User:

   • In the search bar, enter the name of the user you wish to assign as Project Admin. Select the user and click Save.
     
     
     
     

    

   This assigns the Project Admin role to the selected user, granting them full access to manage project resources, tasks, and billing parameters.

Final Tips

• Assign Carefully: Ensure the selected user has the skills and experience to manage project requirements.
• Adjust Permissions as Needed: You can revisit Roles & Permissions anytime to update or revoke roles as your team’s needs evolve.
  
  

By following these steps, you can efficiently assign or change Project Admins in Keka to streamline project management and maintain control over project-related tasks and resources.

To discover how a project admin can access and review the timesheets submitted by team members, please click here: How can a project admin view the timesheets submitted by the employees?