Skip to main content

Project-based roles

Create and assign project-based roles to notify the right people at the right time when collaborating on projects with multiple members.

J
Written by Jaanika Luik

Predefining roles

Admin users can predefine, edit and delete project-based roles under Users & permissions → Roles. Click + Create role and choose Project role.

Project roles can also have their own permissions. These permissions apply only in the projects where the user has that role. For example, a Hiring Manager role can be allowed to view and fill in scorecards only in the projects they are hiring for. Project roles add permissions and do not subtract them.

Assigning Roles to Users

An Admin user can assign a specific role to a user under the project's Manage project access settings.

How to use Project-Based roles?

Project-Based roles are used for the:

  1. Ping User automated action

    Read more about Ping User automated action HERE

  2. Project action for sending out messages to project members.

    Read more about Gathering feedback with internal forms HERE


​

Did this answer your question?