ServiceDesk Plus

    Configuring Project Roles


      1. Click on Admin Tab and click Project Roles under the Project Management block.

      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.




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

      • Like already stated there would be 2 non-editable default options: Project Admin & Team Manager

      • Project Admin would have full control over Project Module and Team Manager would have permission to work on Tasks assigned to him

      • Also it is impossible to uncheck Task View option as it is mandatory for a project role

      • Configure project roles as per requirement and assign them to project members




    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:






    • Users/Requesters 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




    Copyright © 2017, ZOHO Corp. All Rights Reserved.