To help project managers get their project members set up quickly, provide ready-made project roles that any project on your site can use.
  1. Go to My Workspace > Admin.
  2. Click Roles from the Projects menu.
  3. Click the GLOBAL PROJECT ROLES tab. All the existing Global Project Roles are listed here. It is a good idea to check this list before you create another role.
  4. Click Create.
  5. On the Create Global Project Role page, write a name and description for the role. The role name is case-sensitive.
  6. To allow inheritance of the role’s permissions into private sub-projects, clear the PREVENT INHERITANCE check box.
  7. To allow the project members to be able to request this role, select PROJECT MEMBERS CAN REQUEST THIS ROLE. Project members can submit requests for Available upon Request roles. For a project, the project administrators can set an Available upon Request role to be automatically granted to the project member requesting it.
  8. Click Create. The new global project role is created. The Edit global project role permissions page appears.
  9. Select the application permissions that are relevant to the role, from those listed on the ROLE PERMISSIONS tab.

    The role is created. The project administrators can assign it to their project members any time.