Configure Roles
If the default Roles would not satisfy your organization's access management needs, you can:
Create new custom Roles with your own selection of permissions.
Modify existing Roles by adding or removing permissions from them.
The default System Admin and External User roles cannot be modified.
Create a custom Role
On the main menu, click
Administration and choose Roles.On the top right, click New Role.
Give this new Role a name.
The new Role will be listed on the left pane under Custom Roles:
Click Edit permissions and select the permissions that you want included in this Role.
Click Save when done.
To assign this Role to users, add a user to the Role members input field by typing their name or selecting them from the drop-down list:
Modify the basic Member Role
The Member role defines basic access level for all organization members.
You can modify the Member Role by enabling or disabling some of the permissions it includes.
On the main menu, click
Administration and choose Roles.On the left pane, choose Member.
On the right pane, click the Edit permissions:
Permissions available for this Role will be displayed. Scroll down to view all permissions.
Using the checkboxes, select the permissions which you want included in the Role.
Click Save when done:
Modify team-specific Roles
You can modify the predefined Team Admin and and Manager Roles by enabling or disabling the permissions they include. Note that some of the default permissions cannot be disabled.
On the main menu, click
Administration and choose Roles.On the left pane, choose the Role you want to edit (Team Admin or Manager).
On the right pane, click the Edit permissions.
Permissions available for this Role will be displayed. Scroll down to view all permissions.
Using the checkboxes, select the permissions which you want included in the Role.
Click Save when done.
Modify templates for project-specific Roles
The changes you make to the project roles templates will only be applied to projects created afterwards. Existing projects will not be affected.
When creating new projects, Project Admins can use the templates as is or override the configuration specifically for their project.
On the main menu, click
Administration and choose Roles.On the left pane under Project Templates, choose the Role you want to edit:
On the right pane, click the Edit permissions.
Permissions available for the selected Role will be displayed. Scroll down to view all permissions.
Using the checkboxes, select the permissions which you want included in the Role.
Click Save when done.