Create a global project role

To help project managers get their project members set up quickly, provide ready-made project roles that any project on your site can use.

Note: You need the "Role-Create" permission to create global project roles. All site administrators and some restricted site administrators have this permission.
  1. Go to My Workspace > Admin.
  2. Click Roles from the Projects menu.
  3. Click the GLOBAL PROJECT ROLES tab. All the existing Global Project Roles are listed here. It is a good idea to check this list before you create another role.
    Note: You can suggest that the project administrators check the Project Admin > Permissions > Roles > View: Global Project Roles list before creating any new roles in their projects.
  4. Click Create.
  5. On the Create Global Project Role page, write a name and description for the role. The role name is case-sensitive.
    Tip: Remember that the role name can not be the same as a site-wide role name.
  6. To allow inheritance of the role's permissions into private sub-projects, clear the PREVENT INHERITANCE option.
  7. To allow the project members to be able to request this role, select PROJECT MEMBERS CAN REQUEST THIS ROLE. Project members can submit requests for Available upon Request roles. For a project, the project administrators can set an Available upon Request role to be automatically granted to the project member requesting it.
  8. Click Create. The new global project role is created. The Edit global project role permissions page appears.
  9. Select the application permissions that are relevant to the role, from those listed on the ROLE PERMISSIONS tab.
    Tip: You may want to restrain providing project or application administration permissions, until required.
The role is created. The project administrators can assign it to their project members any time.