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Add Project Roles to a Team Member


How to Add Project Roles to a Team Member

  1. After the project is created, select Rates & Roles from the Actions (“   ”) drop-down menu located to the right of the project name.Rates-Roles.png
  2. The Rates & Roles page consists of a table which allows you to add roles (other than the Primary Project Role) to each team member participating on a project.
  3. To add an additional project role to a specific team member, select Add Role from the horizontal More (“   ”) menu in the Actions column.MR-Add-Role.png
  4. Next, select a Role from the corresponding drop-down. Remember that if Rate Cards are enabled, the Role drop-down is limited to roles that are available on the Rate Card.MR-Select-Role.png
  5. A new row will be added to the Rates & Roles table, showing the member's multiple project roles.MR-New-Roles.png
  6. Your changes are automatically saved; you can now return to the main project or close the window.
  7. Although a member's Primary Project Role defaults to their main Account Role when assigned to a project unless overridden; collaborators will also be able to choose the preferred role when adding an assignee from the task Details panel.MR-Assignees-Task-Details.png

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