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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 this week

Pre-requisites:

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

  • You, your organisation, or a user group where you are a member must be assigned 'Admin' permission.

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 needs to be viewed.

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

Alternately, mouse over the project template thumbnail in the thumb view and click the icon. A layered page opens. Click 'User Roles & Access'.

3. Clicking the 'History' button in the left-hand menu shows historical records of all additions and modifications in all user roles on the selected project template.

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



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