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High Compliance Environment Help Center

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. Click the Setup button on the Module Menu, and then under Project, click Project Settings.
  1. Click the Mail/Documents 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 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.
  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.

If you want to edit the document types

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.
  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.

If you want to change the document statuses

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.
  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.

Tip!

Don't forget to select OK button to save your changes as you make them.