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Assigning Roles to Team Members

On the Manage Project Team Members page, you can assign or change roles as needed for any internal or external user. Team members inherit their project permissions through the role that is assigned to them.

  1. Go to the Manage Project Team Members page (click the Administration icon , then on Administration page click Manage your team).
  2. In the Team Members list, click the check box next to the name of one or more users and click Modify Role(s).
  3. In the Assign to Role dialog, select one or more roles in the Available Roles list, and click the > button to move the selected roles into the Roles to be Assigned list, then click Modify Role(s).

    You can also just double-click a role to move roles from one list to the other.

    Roles marked with an asterisk (*) are project roles. Unmarked roles are enterprise roles.

  4. When prompted to confirm your changes, click Submit.

    The selected roles are assigned to the selected users.