Skip to main content
Assign Role Privileges in a Project Template

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

Updated over 2 weeks ago

Pre-requisites:

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

  • To manage the project template, 'Admin' permission must be assigned to you, your organization, or a user group in which you are a member.

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 need to be assigned.

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

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

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

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



Did this answer your question?