Create a role

A role defines the applications that project members with that role can use, and the specific things project members can do in each application.

Any project administrator can create and assign a role.
Tip: It is a good idea to check the existing global project roles via Project Admin > Permissions > Roles > View: global project roles before creating any new role in a project.
  1. Click PROJECT ADMIN from the Project Home menu.
  2. On the Project Admin Menu, click Permissions.
  3. On the ROLES tab, select View: Roles Created For a Project.
  4. Click Create.
  5. On the Create Role page, write a name and description for the role.
  6. To let this role be automatically added to any private subprojects of this project, clear the PREVENT INHERITANCE option.

    By default, roles are inherited by public and gated subprojects, but not private subprojects.

    Tip: If this project is a subproject of any other project, you may already have inherited some roles.
  7. To allow project members to be able to request this role, select PROJECT MEMBERS CAN REQUEST THIS ROLE. Project members can submit requests for requestable roles, which the project administrator can approve or reject.
    Tip: Select GRANT AUTOMATICALLY ON REQUEST to skip the need to approve or reject a request.
  8. Click Create. The role is created. The Edit Role page appears.
  9. For each application listed on the Role Permissions page, select the permissions and resources you want to make available to users with this role.
    Tip: You can specify the permissions for Binaries and integrated applications here too.
    Note: You can specify access to individual top-level folders, but not to specific subfolders. However, in the case of documents, you can specify access to individual subfolders as well.
  10. Click Save.
The role is created. You can assign it to project members at any time.
Tip: Based on the earlier settings, a project member may be able to submit a request for the role.