Pre-requisites:
Role privilege as mentioned below, on the project in which role privileges are to be assigned:
To assign role privileges, the 'Manage Role Privileges' privilege must be assigned to your role.
Below are the steps to assign role privileges on a project:
1. In the 'Projects' area, navigate to the project where role privileges need to be assigned.
2. Right-click on the required project and select 'Roles & Users' then select 'Role Privileges'.
Alternately, in the thumb view, do a mouse hover on the project thumbnail and click on 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. Assign or remove privileges for roles as required by selecting the corresponding checkboxes, then click 'Save'. Click here to understand each of the role privileges that can be assigned to a project.
5. In case a new role needs to be created, click on the 'Create New Role' button available at the top right (if accessible to you) which adds a new blank record and enables you to enter the role name. 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 also filter the listing of role names and role privileges by entering a search keyword.
7. To export the list of roles and associated role privileges, click on the icon available 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)
Next Article: Role Privileges and their impact