Assign People to Roles

A project team is composed of various roles to which users can be assigned. Roles are defined by project type and include Owners, Executive Sponsors, Financial Reps, Team Members, and other custom roles created by your PowerSteering Administrator. The ability to add or remove users is defined by your user permissions.

See Roles Overview for more information regarding roles.

Note: You can use the "Filter" on the left-hand side to display users by role. Roles with an asterisk beside them are mandatory and must be filled before proceeding.

To assign people to roles:

Before You Start: You must have the "Add Team Members" Project Tasks permission on a work item to add people to it. Also, you can only add a user to the work item if you have the "View Profile" User permission for the user.

1. Type a user's name into the "Type New Member" text box.

2. Select a user from the list of suggestions.

   

3. Select a role for the chosen user with the "Role" drop-down menu.

   

4. Click the Add button.

The user has now been assigned a role.

Note: Once the changes have been saved, team members that were assigned to a role will receive a notification in their PowerSteering Inbox. See Access and Manage Questions for more information.

To delete a user from a role:

Before You Start: You must have the "Remove Team Members" Project Tasks permission on a work item to remove others from it.

1. Select the checkbox beside the user's (or multiple users') name.

2. Click the Delete button .

The role has been unassigned from the user.