Creating and Managing Project Administrator Roles

Updated by Stefenie Stockbridge

Project Administrator Roles are a set of privileges at the project level that you can assign to users so they can access and manage specific aspects of Blueprint projects. Project Administrator Roles can be used to define various levels of access based on the team or organization's needs and then assign users and groups to the appropriate Project Administrator Roles.

There is only one Project Administrator Role that cannot be modified: the Default Project Administrator Role. Otherwise, you can create and customize Project Administrator Roles according to your organization's needs.

To view Project Administrator Roles in Settings, users must have the View Administrator Roles privilege in their Instance Administration Role. For more information, see Manage Instance Administrator Roles.

Project Admin Roles

Project Groups and Project Roles

Name

Description

View Project Groups Project Roles, and Project Role Assignments

View project groups and project roles.

Manage Project Groups Project Roles, and Project Role Assignments

Create, edit, and delete project groups, project roles. Assign project groups and project roles to one another.

Project Configuration

Name

Description

View Project Configuration

View all project configurations, except access information or integration settings.

Manage Project Configuration

Edit all project configurations, except access information or integration settings.

Integration Settings

Name

Description

View Integration Settings

View native integration settings.

Manage Integration Settings

Edit native integration settings.

Role Assignments

Role assignments are used to properly configure group access to the projects in the instance. The following roles can be assigned within a project:

Name

Description

Author

Create, edit, trace, and comment on artifacts. Does not contain any delete privileges

Collaborator

Comment, reply, and vote on artifacts

Project Administrator

Grant project access, configure the project, and manage ALM integration targets

Viewer

View artifacts

Blueprint Analytics

Can access project from the OData Reporting

Accessing Project Admin Roles

For information on how to access Blueprint Settings, see Settings and Configuration.
  1. In Settings, select User Management and select Project Administrator Roles
  2. The Project Administrator Roles page displays all the Project Administrator Roles in the instance. Click a Role's name to view its details
  1. The page displayed provides details regarding that role like all the associated privileges to that role, indicated by a selected checkbox for each defined privilege
  1. For information on how to complete further actions regarding Project Administrator Roles, click one of the following links:
    1. Copy a Project Administrator Role
    2. Delete a Project Administrator Role

Creating a Project Admin Role

Project Administrators with the corresponding privileges can create Project Administrator Roles and define the privileges associated with those roles.

To create Project Administrator Roles in Settings, users must have the Manage Administrator Roles privilege in their Instance Administration Role. For more information, see Manage Instance Administrator Roles.
  1. In Settings, select User Management and select Project Administrator Roles
  2. The Project Administrator Roles page displays all the Project Administrator Roles in the instance. Click a Role's name to view its details
  3. Click Add Project Administrator Role
  1. In the page displayed:
    1. Click the default name in the header and enter a new name for the role being created
    2. Enter a description for the role in the Description field. This will give other Administrators quick context for reference when managing roles
    3. Define the privileges to be associated with the role by selecting each desired privilege in the Privileges section
    4. Click Save at the bottom of the page

Editing a Project Admin Role

Project Administrators with the corresponding privileges can edit any Project Administrator Role except for one—the Default Project Administrator Role. This gives Admins the flexibility to configure Project Administrator Roles according to the organization's needs and restrict Project Administrator privileges to only what is necessary.

To edit Project Administrator Roles in Settings, users must have the Manage Administrator Roles privilege in their Instance Administration Role. For more information, see Manage Instance Administrator Roles.
  1. In Settings, select User Management and select Project Administrator Roles
  2. The Project Administrator Roles page displays all the Project Administrator Roles in the instance. Click a Role's name to view its details
  3. In the Project Admin Roles page displayed, click the role that will be edited
    1. Edit the Role's name by clicking the name in the header and make changes as needed
    2. Edit the Role's description by clicking the Description field and make changes as needed
    3. Make changes to the privileges associated to the Role by selecting or clearing corresponding privilege checkboxes as needed.
      For more information regarding privileges, see Project Administrator Roles and Privileges.
  4. Click Save at the bottom of the page

Copying a Project Admin Role

Project Administrators with the corresponding privileges may want a similar Project Administrator Role as one that already exists with slight modifications. In those cases, Admins can copy an existing Project Administrator Role to create a new one and make modifications as needed.

To copy Project Administrator Roles in the Administration Portal, users must have the "Manage Administrator Roles" privilege in their Instance Administration Role. For more information on Instance Administrator Roles, see the Manage Instance Administrator Roles article.
  1. In Settings, select User Management and select Project Administrator Roles
  2. The Project Administrator Roles page displays all the Project Administrator Roles in the instance. Click a Role's name to view its details and copy the Role
  3. Click Copy at the bottom of the page
  1. In the Copy Role page displayed:
    1. Click the default name in the header and enter a new name for the role being created
    2. Enter a description for the role in the Description field. This will give other administrators quick context for reference when managing project roles
    3. Make any changes to the privileges associated to the role by selecting or clearing corresponding privilege checkboxes as needed
    For more information regarding privileges, see Project Administrator Roles and Privileges.
  2. Click Save at the bottom of the page

Deleting One or Multiple Project Admin Roles

Project Administrators with the corresponding privileges may want to delete irrelevant or outdated Project Administrator Roles. In those cases, one or multiple Project Administrator Roles can be deleted.

To delete Project Administrator Roles in the Administration Portal, users must have the "Manage Administrator Roles" privilege in their Instance Administration Role. For more information on Instance Administrator Roles, see the Manage Instance Administrator Roles article.
  1. In Settings, select User Management and select Project Administrator Roles
  2. The Project Administrator Roles page displays all the Project Administrator Roles in the instance. Click a Role's name to view its details and copy the Role
  3. In the Project Administrator Roles page displayed, click the role that should be deleted
  1. Review the information displayed and ensure the correct Role is selected for deletion
Once deleted, any user assigned to that role will no longer be able to access the Project Administration features associated with that role. Consider assigning these users to another Project Administrator Role before deletion.
  1. Click Delete
    1. To delete multiple Project Administrator Roles, from the Project Administrator Roles page, select the checkbox(es) next to the names of all the groups that should be deleted, click the Actions dropdown and select Delete
  2. Click OK in the confirmation modal to proceed.

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