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View Roles History in a Project Template

This article helps you understand how to view history of roles assignment in your project templates.

Updated over a week ago

Pre-requisites:

Permission as mentioned below, on the project template in which roles history is to be viewed:

  • 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 view roles history in a project template:

1. In 'Projects' area, navigate to the project template where roles history is to be viewed.

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

3. From the 'Roles' screen, click on 'History' option in left hand menu. It shows historical records of all additions and modifications of all project roles for all users.

4. Follow the steps as required to view roles history on a project (See step 3 to step 5).



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