Manage Project Team Roles from the Project Overview

Objective

To view the details of a project from the Project Overview.

Background

You can manage who is assigned to project roles so that anyone accessing your project can see that information.

Things to Consider

• Required User Permissions

Prerequisites

• You must create project roles in the company's Admin tool. See Add Custom Project Roles. 
• The users you assign to roles must be listed in the Project Directory tool. See Add a Company to the Project Directory and Add a User Account to the Project Directory.

Steps

1. Click Project Tools and select Home to navigate to the Project Overview.
2. Click Add Team if no project team members have been added yet.
   OR
   Click Edit Team to make changes or add new users to your existing project team.
3. For each of the roles, choose a user from the drop-down menu. You can choose multiple users.
4. To clear a user, click the 'x' next to their name.

See Also

• Add Custom Project Roles