Add New Role

 

OVERVIEW

Managing roles in a project.


SUMMARY

As your project team grows, the tendency of creating more roles amongst your team members is inevitable. Here are the steps to do so:

 

STEP-BY-STEP

  1. Choose your project (this step is only available for users with multiple projects).
  2. Click on “Project Team” on the dashboard navigation.
  3. Hover on “Manage Role” icon on left panel and click in.
  4. Click on “+” icon to add a new role.

NOTE:
- Roles are permission customized to suit a group of team members.
- Each team member is allowed to have more than one role in a project.
- You are not allowed to delete default roles in a project.

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