PSA FAQs

How to add a user as Project Admin in Keka?

A Project Admin has access to manage all the parameters of the projects like teams, tasks, billing, etc. But at any given point in time, there might be a need to change or add any user as a Project Manager. Hence, Keka provides the simplest way to add users. 

Follow the below path for the same - 


Go to Global Settings (1) and click on Roles & Permissions (2). Then you'll be taken to User Roles (3).

Now click on Manage Users (1) for Project Admin.

Search the name of the user (1) who will be the Project Admin and click on Save (2).

This is how you can add a user as Project Admin.