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Create a project role

Use project roles to manage what mail types, document types, and document statuses an organization has access to, on your project.

If you lock the mail and document types for your project, users won't be able modify these settings.

You can:

  • Copy roles from another project. This will overwrite any existing roles in this project.
  • Set one project role as the default for new organizations on your project.
  • Assign multiple project roles to an organization if required. This allocates the mail and document types and document status options for all selected roles to users in that organization.

You must be a Project Administrator to complete this task.

  1. Select your project in the Project Selector at the top of the page.
Project selector
  1. Click the Setup button on the Module Menu, and then under Project, click Project Settings.
Setup Menu Project Setting
  1. Click the Mail/Documents Role Settings tab.
  2. Click the Create Role button.
Setup Project Setting OP Role Create Role
  1. Enter a meaningful name in the Role Name field.
Setup Project Setting OP Role Create Role Name
  1. To assign this role by default to each new organization on this project, select the Set as Default checkbox.
Setup Project Setting OP Role Create Role Default
  1. Specify mail types for this role on the Mail Types tab.
  1. Select the Show All checkbox to list all available mail types, if required.
  2. Type a partial name in the search field above the Available Mail Types list to filter the list.
Setup Project Setting OP Role Create Filter Mail Type
  1. To add mail types to the role, double-click each type you want to be available for this role in the Available Mail Types list.
  2. To remove mail types from the role, double-click each type you want to remove in the Selected Mail Types list.
Setup Project Setting OP Role Create Mail Type
  1. Specify document types for this role.
  1. Click the Doc Types tab.
  2. Select the Show All checkbox to list all available document types, if required.
  3. Type a partial name in the search field above the Available Doc Types list to filter the list.
Setup Project Setting OP Role Create Filter Doc Type
  1. To add document types to the role, double-click each type you want to be available for this role in the Available Doc Types list.
  2. To remove document types from the role, double click each type you want to remove in the Selected Doc Types list.
Setup Project Setting OP Role Create Doc Type
  1. Specify document status for this role.
  1. Click the Doc Statuses tab.
  2. Select the Show All checkbox to list all available document statuses, if required.
  3. Type a partial name in the search field above the Available Doc Statuses list to filter the list.
Setup Project Setting OP Role Create Filter Doc Status
  1. To add document statuses to the role, double-click each status you want to be available for this role in the Available Doc Statuses list.
  2. To remove document statuses from the role, double-click each status you want to removed in the Selected Doc Statuses list.
Setup Project Setting OP Role Create Doc Status
  1. Click the OK button to create the role.
  2. For each organization, click the checkbox in the appropriate project role column. You can select the checkbox for more than one role if the organization has several roles on the project. See Assign a project role to an organization.
Any feedback?

Thanks. A ticket has been opened with the Support Central team.