Roles and Team Member Access in olooa
Managing team roles and access levels is an essential part of organizing your projects in olooa. You can adjust existing roles, create custom roles, and update team member roles to ensure that everyone has the appropriate level of access. This gives you full control over who can view, edit, or manage specific parts of your project.
In this article, we’ll walk you through how to adjust existing roles, create new roles, and update team member access.
How to Adjust Existing Roles
Go to the Team Tab
Open your project and navigate to the Team tab, where all team members and their assigned roles are listed.
Click the Gear Icon
Next to the Add button in the Team tab, you’ll see a Gear icon. Click on this to access the role management settings.
Adjust an Existing Role
In the role management view, you’ll see a list of all existing roles. To modify a role, simply click on the role name.
Here, you can:
Adjust Role Access: Change the permissions for the role, such as what stages or tasks team members with that role can view or edit.
Change Role Color: Assign a specific color to the role for easy identification within the project.
Save Changes
Once you've made your adjustments, click Save. This will automatically apply the changes to all team members currently assigned to this role. Any adjustments made will affect the access of every team member with that role.
How to Create a New Role
Click on 'Add Custom Role'
In the role management screen, click the Add Custom Role button to create a new role.
Set Role Permissions
Define the access level for the new role. You can customize the role's permissions based on what tasks, stages, or areas of the project the team member should have access to.
Assign a Role Name and Color
Give the new role a clear and descriptive name, and assign it a color for easy identification within your project team.
Save the Role
Click Save to finalize the new role. Once saved, you can start assigning team members to this role.
How to Adjust an Existing Team Member's Role
Click on the Team Member's Current Role
In the Team tab, locate the team member whose role you want to change. Click on their current role to open the role selection dropdown.
Select a New Role from the Dropdown
From the dropdown menu, select the new role you want to assign to the team member. The change will be applied immediately, updating their access permissions based on the new role.
Why Managing Roles and Access in olooa is Important
Tailored Access for Team Members
By creating and adjusting roles, you can ensure that each team member only has access to the stages or tasks they need to work on. This enhances security and prevents unnecessary access to sensitive project areas.Streamlined Collaboration
Clear roles help keep your team organized and focused, allowing everyone to understand their responsibilities and tasks within the project.Customizable Roles
With the ability to create custom roles, you can define specific responsibilities that align with the needs of your project. This flexibility makes it easier to manage unique workflows or specialized tasks.Easy Role Adjustments
If you need to change a role's permissions, adjusting an existing role automatically updates the access for everyone assigned to that role, keeping your team aligned without the need to individually update each member.
Need More Help?
If you have questions about managing roles or adjusting team member access, contact our support team or explore more articles in the olooa Help Center.