Manage Project Team Roles from the Project Overview

The Project Overview gives users access to important project information in one place.

You can manage who is assigned to project roles so that anyone accessing your project can see that information.

Things to Consider

• Required User Permissions

• You must create project roles in the company's Admin tool. See Add Custom Project Roles.

• The users you assign to roles must be listed in the Project Directory tool. See Add a Company to the Project Directory and Add a User Account to the Project Directory.

1. Navigate to the Project Overview.

   • Navigate to the project's Home to be redirected to the Project Overview.

   • Click Menu and select Project Overview.

2. Locate the 'Project Team' section.

   • Click Add Team if no project team members have been added yet.

   • Click Edit Team to make changes or add new users to your existing project team.

3. For each of the roles, choose a user from the drop-down menu. You can choose multiple users.

4. To clear a user, click the 'x' next to their name.