Project User Roles

Add Member:

• Not already a user?
  • Read more about how to Add a New User

License Type Rights within Project Roles:

• Admin:
  • Can add self to any project
  • Can be a project Creator, Leader, Sponsor, Champion, or Member
  • Can change the team roles
• Executive:
  • Can add self to any project in their department & below
  • Can be a project Creator, Leader, Sponsor, Champion, or Member
  • Can change the team roles if project is in their department & below
• Strategy:
  • Can create a new project with self on team
  • Can be a project Creator, Leader, Sponsor, Champion, or Member
  • Can change the team roles if project is in their department
• Project:
  • Can create a new project with self on team
  • Can be a project Creator, Leader, Sponsor, Champion, or Member
  • Can change the team roles if appointed as Leader or if user is the project Creator
• Team Member:
  • Can be added to a project as a member
  • Will only see projects if added to Team.
• View Only:
  • Can be added to a project as a member
• Idea:
  • No access to projects

Project Roles Within Projects:

Which areas each role can edit based on whether the project is flexible or not flexible:

Permissions also vary based on the User’s License Type (read more).

Users may have more access permitted than is stated above, based on their User’s License Type (read more).

Charter:

• Actions: Import, Export, New Tile
• In a non-flexible project, add new tile not available

• “New Tile” feature can be disabled in the Settings –> Workflow –> Charter –> lock icon

Project Benefits:

Project benefits can be locked down (view only) for all users other than the leader if the workflow setting is toggled to lock.

A project with an unlocked workflow will have “+” in the metric tiles to add new metrics if user has license/role permission.

To lock/unlock a project workflow:

• Settings –> Workflows –> Select WF –> Project Benefirts Tab