Configuring Project Roles

 

  1. Click on Admin Tab and select Project Roles

  2. Click the Add New Project Role Link (present at top-right corner of Project Role List View page)

  3. In Add New Project Role form, provide the Project Role Name

  4. Provide description for the new Project Role

  5.  

     

  6. Choose the Access Permissions for the newly formed project role

 

 

  1. Based on the permissions configured the project member will be associated with anyone of the following: All Projects/Associated Projects/Associated Milestones/ Associated Tasks (pointed out by Project Member allowed to view radio button).

  2. By default the following project roles are available:

 

 

Note:  

  • Users/Requesters (when they are imported in ServiceDesk Plus) can be assigned a default project role. These default project roles do not override project specific roles; they serve as default options when no project role is configured for the user/requester.

  • Project Admin and Team Member are non-editable/non-deletable roles

  • Bulk Deletion of Project Roles is possible; to do so, select multiple projects roles and click on Delete Button

 

 


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