Change a Resource Role

You can assign a different account role to a resource.

You must be a Project administrator. If you are using a custom Project role, it must have the following permissions(s) set to Yes:
  • View Project Resources
  • Add, edit or delete Project Resources
For more information, see the Resources section of the Edit Project Role Dialog Box.

To change a resource role:

  1. Log into your account.
  2. At the top right corner of your screen, click the Gear Wheel > Resources.
  3. On the Resources screen, right-click a user thumbnail, and select Change Account Role.
  4. Select the new account role, and click Yes.