Modifying,
renaming or deleting a role affects the permissions of any groups
that were set using that role. Those same actions can have an adverse
effect on workflows, which utilize roles to adjust permissions at
various steps.
Project Administrators can create or delete roles, or change privileges for a role through the project’s Roles tab. Click the Roles tab to access this screen. (Roles are applied to users and groups in the Permissions tab).
Type a name for the new role and click Add. The new role name appears in the Existing Project Roles list.
Select the desired permissions for this role. If you want the assign most or all permissions, select the Manage Users checkbox, then individually uncheck any checkboxes you do not want.
Click Save. The new role will appear in the Roles list and in the Role dropdown of the Manage Permissions screen.
You can update permissions for any role by selecting the role name, turning on or off the desired permissions check boxes, and clicking Save. User permissions are updated dynamically to all users associated with that role in their individual or project group permissions.
Click the Create New Role button to clear the existing role selections and type a name to add another role.
Be very careful when deleting roles that are already
assigned to users in the system. Deleting a role assigned to users
will remove the user’s permissions to the project.
Select the role you want to delete.
Click the Delete button.
