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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.

Tip!

  • 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. From the navigation menu click Setup, then Project Settings.
  1. Click the Project Role Settings tab.
  2. Click the click the link for the project role you want to edit.

If you want to change the role name

Change the name in the Role Name field, if required.

If you want to assign the role to all new organizations

To assign this role by default to each new organization on this project, select the Set as Default checkbox.

If you want to edit the available types

If you want to edit the types available to the role, click each tab to add the required:
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