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Define User Roles and Access in a Project Template

This article explains how to define user roles, access levels and how to assign users to roles in a project template.

Updated over a week ago

Pre-requisites:

Permission as mentioned below, on the project template in which user roles and access are to be defined:

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

Below are the steps to define user roles and access in a project template:

1. In 'Projects' area, navigate to the project template within which user roles and access are to be defined.

2. Right click on the required project template and select 'Roles & Users' then select 'User Roles and Access'.

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

3. It shows the existing project template roles with an ability to create new roles and assign existing or new roles to users, organizations and user groups.

4. Follow the steps as required to manage user roles and access in a project (See step 2 to step 13).



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