1. Set up Silvertrek as a user in ProjectSight
On ProjectSight go to Portfolio Settings> Users > +Add
Email: User's Email
First Name
Last Name
Company: Company Name
Default Security Role: Portfolio Administrator
> Save
2. Assign a license (Temporarily)
Go to Manage Accounts
Under Account Settings Select Users
Click Add Users
Enter Email address and assign role as "User"
Next go to Products & Licenses
Click Assign Licenses
Enter the email address of the user and click Assign Licenses.
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