Project Roles

10 articles

About Project Roles

Privileges for users are defined by Project administrators at the project role level. Project roles offer you a powerful way to control access to a project.

Updated by Chris Kosmopoulos

Manage Project Roles

To access and manage Project Roles, click Projects and select the project you want to manage Project Roles for in the Administration Portal. Under Projects, click User Management and select Project Roles.

Updated by Chris Kosmopoulos

Add a Project Role

To add a Project Role, click Projects and select the project you want to add a Project Role for in the Administration Portal. Under Projects, click User Management and select Project Roles. Then click Add Project Role.

Updated by Chris Kosmopoulos

Edit a Project Role

To edit a Project Role, click Projects and select the project you want to edit a Project Role for in the Administration Portal. Under Projects, click User Management and select Project Roles. On the Project Roles page displayed, click the role you want to edit.

Updated by Chris Kosmopoulos

Copy a Project Role

To copy a Project Role, click Projects and select the project you want to copy a Project Role for in the Administration Portal. Under Projects, click User Management and select Project Roles. Click the role you want to copy. On the role's details page displayed, click Copy.

Updated by Chris Kosmopoulos

Delete a Project Role

To delete a Project Role, click Projects and select the project you want to delete a Project Role for in the Administration Portal. Under Projects, click User Management and select Project Roles. Select the role you want to delete and then click Delete.

Updated by Chris Kosmopoulos

Delete Multiple Project Roles

To delete multiple Project Roles, click Projects and select the project you want to delete Project Roles for in the Administration Portal. Under Projects, click User Management and select Project Roles. Select the checkbox for each role you want to delete, click the Actions dropdown and then select Delete.

Updated by Chris Kosmopoulos

Assign Project Groups to a Project Role

To assign Project Groups to a Project Role, click Projects and select the project you want to assign Project Groups to a Project Role for in the Administration Portal. Under Projects, click User Management and select Project Roles. Click the Project Role of interest. Click the Project Group Assignments tab and then click the Assign Project Groups button.

Updated by Chris Kosmopoulos

Select the Scope of Project Group Assignments on a Project Role

To select the scope of Project Group Assignments on a Project Role, click Projects and select the project you want to define a Project Group Assignment for in the Administration Portal. Under Projects, click User Management and select Project Roles. Click the Project Role of interest and then click the Project Group Assignments tab. Click the edit icon for the Project Group of interest and select the specific part of the project you want to define as the scope for that Project Group.

Updated by Chris Kosmopoulos

Unassign Project Groups from a Project Role

To unassign Project Groups from a Project Role, click Projects and select the project you want to unassign Project Groups from in the Administration Portal. Under Projects, click User Management and select Project Roles. Click the Project Role of interest. Select the checkboxes for all the Project Groups you want to unassign from that Project Role, click the Actions button and select Unassign.

Updated by Chris Kosmopoulos