Assigning Roles

User access to project information and permissions to perform various actions on project objects are determined by the role A Collaboration mechanism that controls access levels and permissions for Collaboration objects. Users are assigned to a role, thereby determining what that user can do within a project. to which a project user is assigned.

To assign a role:

1. In the application view, select Project Settings... from the Manage Project drop-down list.

2. In the Project Editor under Settings, select Roles and Permissions.

3. Add portal users, groups, and community members to Project Roles and change the default security settings for each Project Role as follows:

• Click Add Users to add individual portal users to the role.

• Click Add Groups to add one or more portal groups to the role.

• Click Add Community Groups to add users in the community to the role.

• Click Edit Permissions to set default access levels and permissions for the roles: Project Members and Project Guests.

• Click Delete to delete a user, group or community group.

4. Click Finish.

• Roles and Permissions (Project)

• Roles and Permissions (Project Template)

• Edit Permissions

• About Roles