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 before creating any new role in a project.
-
Click PROJECT ADMIN in the project navigation bar.
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On the Project
Admin
Menu,
click Permissions.
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On the
ROLES
tab, select
View: Roles Created For a Project.
-
Click Create.
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On the Create Role page, write a name and description for
the role.
-
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.
-
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.
-
Click Create.
The role is created. The Edit Role page
appears.
-
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.
-
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.