Pre-requisites:
Role privilege as mentioned below, on the project in which role privileges are to be assigned:
The 'Manage Role Privileges' privilege must be assigned to your role to assign role privileges.
Below are the steps to assign role privileges on a project:
1. In the 'Projects' area, navigate to the project where role privileges are to be assigned.
2. Right-click on the required project. Select 'Roles & Users' then select 'Role Privileges'.
Alternately, mouse over the project 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. Assign or remove privileges for roles as required by selecting the corresponding checkboxes then click 'Save' to continue. Click here to understand the role privileges available in a project.
5. If a new role needs to be created, click the 'Create New Role' button at the top right (if accessible). It adds a new blank record and lets you enter a name for the new role. To assign user groups, users, and organizations to the new role, you can always go back to the screen to define user roles and access and follow the required steps.
6. From the top right, you can filter the listing of role names and privileges by entering a search keyword.
7. To export the list of roles and associated role privileges, click the icon at the top right.
8. Click on 'Save' to apply any changes made.
Check: FAQs
Related Articles: Define User Roles and Access (on a Project), Assign Form Permissions (on a Project), Assign Role Privileges (in a Project Template)
Next Article: Role Privileges and their impact