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Create a new user role for your project

As the Project Administrator, you can create project-specific roles for users in your organization.
  1. Click the Setup button on the Module Menu, and under Configuration, click Configure User Role Settings.
Setuup Config User Roles Menu
  1. Click the Project tab.
  2. Select the project you want to create a user role for in the Project list.
Setuup Config User Role Project Project List
  1. Click the Create Role button.
Setup Config User Role Project Create Button
  1. Enter a name that describes the purpose of the role in the Role Name field.
Setup Config User Role Project New Role Name
  1. To automatically assign this role to new project members, select the Assign role to new project members checkbox.
Setup Config User Role Project Assign Checkbox
  1. Click the Save button.
Setup Prefs Save Button
  1. In the column for the new role, for each listed secured asset, choose:
  • N/A - to leave the security setting open, allowing access to be granted or denied through another role. Access is denied if not granted through another role. This is the default value for each security setting.
  • Grant - allow access to the role.
  • Deny - deny access to the role.
Setup Config User Role Project Assign Security
  1. Click the Save button.

If you need help assigning this user role to users on your project follow the instructions for adding or removing someone from a user role on your project.

Any feedback?

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