How will I Assign Different Role for Different Project to a Member?

  1. Navigate to Quick Links and click on “User Role Management” under Company Settings
  2. Create user roles

This user roles on the account level. For example, if you created a role Project Manager, then it will be applicable to the user for all the projects s/he added.  However, you can assign a specific role for different projects even if you assigned a role in user role setting. For company level, you may assign a user to Project Manager role, but for a particular project you can assign a user to Team Lead role.  To create project wise role,

  1. Navigate to left menu and click on Projects
  2. Go to the project card, and click on three dot icon in both card or list view
  3. Click on Assign Role
  4. On the pop-up, select the role you want to assign to the user
  5. Click on Save

Assign role

Tip: On the Assign Role pop-up, you can click on view to know what permissions are allowed for that particular role. In the view section, you’re not allowed to change any action of the role.

Note: You can’t change Owner and Admin user roles to protect specific. However, you can make any user an admin user role for a specific project.

Know your user role in a project:

  1. Navigate to left menu and click on Projects
  2. Go to the project card, you can see the user role for that project (on the right of star icon)
  3. On the list view, you can see the user role for that project as shown in the image (on the right side of priority)

Role in ProjectRole in Project

(Image-1)                                                                                                 (Image-2)

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