Creating project roles
Creating project roles allows you to maintain various levels of access to the project.
To create a new project role:
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- Open the Project Administration Console.
- Click the Project Roles link.
The Project Roles tab is displayed.
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A new role appears in the Project Role list.
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Provide a name for the project role.
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Provide a description for the project role.
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Select the privileges you want to grant to the project role.
Privilege Description Read Provides the ability to view artifacts. Create and Edit Provides the ability to modify and publish artifacts. If the Create and Edit privilege is granted, the Read privilege is automatically granted. Delete Provides the ability to delete artifacts. Trace Provides the ability to create trace relationships between artifacts. If the Trace privilege is granted, the Read privilege is automatically granted.
Note: In order to create a trace, the user must also have Create and Edit permissions on at least one of the artifacts.Comment Provides the ability to add new comments and replies. If the Comment privilege is granted, the Read privilege is automatically granted. Delete Any Comment Provides the ability to delete comments and replies. Steal Lock Provides the ability to steal the lock from other users. If the Steal Lock privilege is granted, the Read and Create and Edit privileges are automatically granted.
Warning: Stealing a lock discards all unpublished changes of the user that previously held the lock.
Can Report Provides the ability to produce Blueprint Analytics reports. If the Can Report privilege is granted, the user can produce Blueprint Analytics reports using the project data in PowerPivot.
Note: Blueprint Analytics reporting requires a Blueprint Analytics license.
Share via Home Page Provides the ability to share projects and artifacts to the Home page, allowing all other users with author or collaborate licenses to view the item under Shared Items. Reuse Provides the ability to reuse artifacts that have standard artifact types. Excel Update Provides the ability to update artifacts by importing a Microsoft Excel spreadsheet containing artifact data.
Note: Excel Update must be enabled in the Instance Settings (Instance Administration Console) for the Excel Update role privilege to be available.
Create and Edit Rapid Review Provides the ability to create a Rapid Review from a collection of artifacts. By default, this privilege is enabled for the Author project role. -
Select the project administrator role with the administrative privileges that you want the project role to have.
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If applicable, assign a meaning of signature to the project role, to further clarify their position when signing off with electronic signatures.
This option is available if the meaning-of-signature feature has been enabled in the Project Settings tab. -
Click Save.
After you have created a project role, you may want to assign users or groups to the role. You can also modify the project role details or privileges at any time.
