• OVERVIEW

    Modifying roles in a project

    SUMMARY

    As your project team grows, the tendency of modifying more roles amongst your team members is inevitable. Here are the steps to do so:

    STEP BY STEP

    1. Choose your project (this step is only available for users with multiple projects).
    2. Click on “Project Team” on the dashboard navigation.
    3. Hover on “Manage Role” icon on left panel and click in.
    4. Click the role you wish to edit.
    5. Check / Uncheck permissions listed in the role.
    6. Click Save when done.


    Note

    - Roles are permission customized to suit a group of team members.
    - Each team member is allowed to have more than one role in a project.
    - You are not allowed to change permission in default roles.

  • OVERVIEW

    Modifying roles in a project

    SUMMARY

    As your project team grows, the tendency of modifying more roles amongst your team members is inevitable. Here are the steps to do so:

    STEP BY STEP

    1. Choose your project (this step is only available for users with multiple projects).
    2. Click on “Settings” on the dashboard navigation.
    3. Click on "Users".
    4. Click on “Manage Role” icon on left panel and click in.
    5. Click "Default Permission"
    6. Check / Uncheck permissions listed in the role.
    7. Click Save when done.


    Note

    - Roles are permission customized to suit a group of team members.
    - Each team member is allowed to have more than one role in a project.
    - You are not allowed to change permission in default roles.

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