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Edit mail types for project roles

Add or remove mail types for a project role as required.

Users will have access to the types and statuses available to the project role assigned to their organization. If you lock the mail and document types for your project, users won't be able modify these settings.

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 link for the project role you want to edit.
Setup Project Setting OP Role Edit Link
  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
  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 Edit Mail Type 1
  1. Click the OK button to save your changes.
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