Project User Roles

//Project User Roles

Project User Roles

Projects: License Types, User Roles, Flexible Settings

How to set up your Project Team tab and navigate permissions.

Add Member:

License Type Rights within Project Roles:

  • Admin:
    • Can add self to any project
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles
  • Executive:
    • Can add self to any project in their department & below
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles if project is in their department & below
  • Strategy:
    • Can create a new project with self on team
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles if project is in their department
  • Project:
    • Can create a new project with self on team
    • Can be a project Creator, Leader, Sponsor, Champion, or Member
    • Can change the team roles if appointed as Leader or if user is the project Creator
  • Team Member:
    • Can be added to a project as a member
  • View Only:
    • Can be added to a project as a member
  • Idea:
    • No access to projects

What each role can do within a Project:

Project Roles Within Projects:

Which areas each role can edit based on whether the project is flexible or not flexible:

Permissions also vary based on the User’s License Type (read more).

2020-05-26T20:10:45+00:00 May 23rd, 2020|Blog|

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