Add Project Roles to a Team Member

Available in: Enterprise and Premier

Step-by-Step

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.
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.
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.
5. A new row will be added to the Rates & Roles table, showing the member's multiple project roles.
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.

Related Articles:

• Multi-Role Resourcing in Projects
• Change a Team Member's Primary Project Role
• Change a Team Member's Role 
• Reassign a Team Member's Role on a Project
• Delete a Project Role
• Override Team Member Rates for a Project