Administrative Help

Creating a Custom Project Role

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The administrator can create custom roles for the different workspace types.

To create a Custom Workspace role:

  1. On the Administrative Home page, under User Settings, click Roles and Permissions.
    A list of current Enterprise User profiles and roles displays.
  2. Click Workspace Roles. A list of workspace roles displays for the selected workspace type.
  3. Select a workspace type from the View By list.  
    A list of the current workspace roles for the workspace type displays.
  4. Click Add New Role, at the bottom of the screen.
    A column for the new role is added to the table.
  5. Type the name of the new workspace role in the Role Name text box.
  6. Add permissions to the new role by selecting check boxes for the permissions in the table.
  7. Click Save to save the new workspace role.
    The role displays in the Workspace Roles list for the selected workspace type.