Create a role in a project group

A role defines the applications that project group members with that role can use, and the specific things project group members can do in each application.

Any project groups administrator can create and assign a role. It is a good idea to check the existing global project roles before creating any new role for a project group.
Note: Any existing site-wide or global project role can be associated with a project group. It is advisable to check the permissions granted via a role before assigning it to users or user groups in a project group as it would impact more than a single project.
  1. Go to My Workspace > Admin.
  2. Click PROJECT GROUPS from the Projects menu.

    The existing project groups are listed here.

  3. Click your project group. The Project Group Details page appears.
  4. From the left navigation pane, click the Permissions link to specify user roles applicable to the project group.
  5. On the Roles tab, click View: Roles Created For this Project Group.

    You can view global project roles by selecting View: Global Project Roles before creating a new role for this project.

  6. Click Create.
  7. On the Create Role page, write a name and description for the role.
  8. To allow the inheritance of the role into private subprojects, de-select the Prevent Inheritance option.
    Note: By default, the role inheritance into private subprojects is prevented. For example, you may not want administrator roles to be inherited in subprojects, until required.
    Note: Selecting the option to prevent role inheritance does not affect public and gated projects.
  9. Click Create. The role is created. The Edit Role page appears.
  10. For each application listed on the Role Permissions page, select the permissions and resources you want to make available to users with this role.
    Note: You can specify access to individual top-level folders, but not to specific subfolders.
  11. Click Save.
The role is created. You can assign it to project group members or user groups associated with the project group at any time.