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How will I Assign Different Role to project members for a specific project?

  • Navigate to Quick Links and click on “User Role Management” under Company Settings
  • 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,

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

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.

How can I assign multiple roles an user in different projects?

  • Click User in the left panel.
  • Click 3 dot icon on the card of the specific user and select Assign role.
  • Select the arrow icon of the role against the specific project and provide the required role.
  • Once all changes are done click Save.

Know your user role in a project:

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

(Image-1)                                                                                                 (Image-2)