For example, you may want a user to be able to use the “Tracker” across several projects. You don’t need to create and assign a role supporting the task individually across all projects. Just do it one time as a site-wide role and assign it to the user.
- Go to My Workspace > Admin.
- Click Roles from the Projects menu.
- Click Create.
- On the Create Site-wide Role page, write a name and description for the role. The role name is case-sensitive.
- To prevent inheritance of the role into private projects, select the PREVENT ACCESS option.
Note: Selecting the option to prevent role inheritance does not affect access to public and gated projects. On selecting Prevent access, the user may not be allowed to do project-permissions related tasks in private projects.
- Click Create. The site-wide role is created. The Edit Site-wide Role Permissions page appears.
Note: You can select the permissions for applications and resources available across all projects.
- Select the required project permissions listed on the ROLE PERMISSIONS tab, to match the tasks you want the user with that role to perform.
Tracker-Createpermission if you want the user to be able to create new trackers.
The role is created. You can assign it to site members at any time.