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Assign Role Privileges in a Project Template

This article helps you understand how to assign different role privileges in a project template.

Updated this week

Pre-requisites:

Permission as mentioned below, on the project template in which role privileges are to be assigned:

  • You, your organisation, or a user group where you are a member must be assigned 'Admin' permission.

Below are the steps to assign role privileges in a project template:

1. In the 'Projects' area, navigate to the project template where role privileges are to be assigned.

2. Right-click on the required project template. Select 'Roles & Users' then select 'Role Privileges'.

Alternately, mouse over the project template thumbnail in the thumb view and click the icon. A layered page opens. Click 'Role Privileges'.

3. It shows the existing project roles and their privileges with the ability to assign or remove privileges based on the roles if required. You can also add new roles.

4. Follow the steps as required to assign role privileges in a project (steps 2 to 8).



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