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Automatic transfer to Account the company and role info when adding users at project level

Automatic transfer to Account the company and role info when adding users at project level

 

When a new user is added directly at the project level, which is what happens mostly during day to day work, their Company and Role details should automatically populate and update at the account level without needing manual re-entry by the account admins. 

 

This saves time and ensures accurate, centralized user records and prevents mismatches between project and account data.

 

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