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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 3 weeks ago

Pre-requisites:

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

  • 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 view role history in a project template:

1. In the 'Projects' area, navigate to the project template where role 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 the icon. A layered page opens. Click on 'User Roles & Access'.

3. From the 'Roles' screen, click the 'History' option in the 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 role history on a project (See steps 3 to 5).



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