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.

     

    project_roles

     

    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

     

    access_permissions

     

    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:

     

    default_roles

     

    note

    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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