Configuring Project Roles

  1. Click on Admin Tab and select Project Roles

  2. Click the Add New Project Role Link (present at top-right corner of the Project Role List View)

  3. In Add New Project Role form, provide the Project Role Name
  4. Provide description for the new Project Role

  1. Choose the Access Permissions for the newly formed project role

  • Like already stated there would be 2 non-editable default options: Project Admin & Team Manager
  • Project Admin would have full control over Project Module and Team Manager would have permission to work on Tasks assigned to him
  • Also it is impossible to uncheckTask View option as it is mandatory for a project role
  • Configure project roles as per requirement and assign them to project members

  1. Based on the permissions configured the project member will be automatically associated with anyone of the following: all Projects/associated Projects/associated Milestones/ associated Tasks (this would be pointed out by Project Member allowed to view radio button selection
  2. By default the following project roles are available:

Note:

  • Project Admin and Team Member are non-editable/non-deletable roles
  • To delete Project Role, select checkbox and click on Delete Button (or)
  • Bulk Deletion of Project Status is possible; to do so, select multiple projects status and click on Delete Button
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