Create a Project Role

You can create a Project role and customize it according to your organization's needs.

To create a Project role:

  1. Log into your account.
  2. At the top right corner of your screen, click the Gear Wheel > Project Roles.
  3. On the Project Roles page, click Add at the bottom of the Project Roles list.
  4. In the Add Role dialog box, specify the following information:
    OptionDescription
    Name Specify a name for the Project role.
    Code This field auto-populates with the information you specify in the previous field.
    Note: By default, the new Project role will have its permissions set to No. To change them, you need to edit the Project role. For instructions, see Edit Project Role Permissions.