A Project Role can be created for a specific project and applied to the Team Members. Below you will learn how to create a new Project Role. You will also learn how to modify that Project Roles permissions as well as how to save an Enterprise Role as a Project Role. 

How to Create a New Project Role

1. From the ProjectWise Portal select to Manage Members 

2. Click Manage Roles

3. Click on the New Role button

4. The Create New Project Role dialog will launch

5. Select a template from the Template pull-down pick-list. This will pre-populate the permission mapping based on the template selected or you can proceed without a template selected. If no template is selected the new role will have no permissions mapped

6. Give the new role a name

7. Optional: provide a description for the new role

8. Click Save to save the new project role

9. Click Cancel to cancel the operation

How to Save an Enterprise Role as a Project Role

1. From the ProjectWise Portal select to Manage Members

2. Click Manage Roles

3. Select an existing Enterprise Role from the list on the left

4. Change the permissions assigned to this role by checking or unchecking permissions found under each permission category

5. Click the Save As button to the save the changes to the Role. The Save As dialog will launch

6. Create a unique name for the new role

7. Optional: provide a description for the new role

8. You can choose to Migrate assigned users to the new project role

9. Click Save to save the modified Enterprise role as a new Project specific role

10. Click Cancel to cancel the operation

How to Modify Project Roles and Permissions

1. From the ProjectWise Portal select to Manage Members

2. Click Manage Roles

3. Click on the Role on the left that you wish to modify

4. Make your changes by selecting or deselecting permissions

5. Click Save

6. You can elect to click the Save As button to save the changes as a new project specific role.