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Edit a project role

You can edit the mail types, document types, and document statuses available to an organization’s users for your project.

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 can set one organizational project role as the default for new organizations on your project.
  • 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 click the link for the project role you want to edit.
Setup Project Setting OP Role Edit Link

If you want to change the role name

  1. Change the name in the Role Name field, if required.
Setup Project Setting OP Role Edit Role Name

If you want to assign the role to all new organizations

  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 Edit Default

If you want to edit the mail types

  1. To change the mail types for this role on the Mail Types tab.
  2. Select the Show All checkbox to list all available mail types, if required.
  3. 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

If you want to edit the document types

  1. To change the 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 Edit Doc Type 1

If you want to change the document statuses

  1. To change the document statuses 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 save your changes.
Any feedback?

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