PlantSight Enterprise Help

To Define Administrator Access to a Project Role

Follow these steps to create a project Administrator access role.
  1. Open Configuration.
  2. From the Users & roles tile, click Manage.

    The Manage Project Team Members page appears.

  3. Click Manage Roles. The Project Role Management page opens.
  4. Click New Role ( ). The Create New Project Role dialog appears.
  5. Select an appropriate Template from the list. (Optional)
  6. Enter a Role Name.
  7. Enter a Role Description. (Optional)
  8. When you are finished, click Save. The role is created and appears under the Project Roles group.
  9. In the Project Roles group, select the new role.
  10. In the General Permissions group, expand the Project Activities group and then enable the following options:
    • Edit Project Properties from Portal
    • Provision Project from a Template.
  11. In General Permissions, expand the Administration group, and then enable the following options:
    • Invite & Configure Team Participants
    • Create / Modify Team Roles & Permissions
    • Remove Team Participants
    • Access Team Member and Role Management
    • Manage Project Access and Billing Settings
    • Manage External Organizations.
Parent topic: Project Role Management