When managing projects within Tradogram, you may notice a checklist of team members under the Project Users section. Here is how that setting impacts your team's workflow:

What does the "Project Users" section do?

Checking off users in this section controls visibility and association permissions. Only the users selected in this list will have the ability to associate transactions (such as Requisitions, Purchase Orders, or Expenses) with that specific project.

Why use this feature?

• Cleaner Data Entry: It prevents users from accidentally assigning costs to projects they aren't working on.
• Security & Organization: It ensures that only authorized team members can link financial documents to a project's budget.

Note: If a team member is unable to find a project in the dropdown menu when creating a transaction, verify that their name is checked in the Project Users list for that project.

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