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Add, Edit, or Delete Roles
Add, Edit, or Delete Roles

Customize the Role names and colors for a project

Jason Lyon avatar
Written by Jason Lyon
Updated over a week ago

Create and customize project roles to ensure Basic Users in a project have appropriate roles assigned.

How to add a Role to a project:

  1. Click the three dots on the top left corner above the list of phase plans.

  2. Select Roles from the drop-down.

  3. Click β€œ+” Role.

  4. Enter a Role description and select a Role color, clicking save when done.

How to edit or delete a role in a project:

  1. Click the three dots on the top left corner above the list of phase plans.

  2. Select Roles from the drop-down.

  3. Click on any Role to open the edit window.

  4. Edit the Role color, Role description, or delete to remove the Role.

Note: Only Admin Users can add, edit or delete Roles

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