Adding Roles

To add a role:

  1. Open the Project Director Administration dashboard and click Security folder.

    The Security page appears.

  2. Click Add Role.

    The Add Role Details screen appears.

  3. Enter a Name for the new role.
  4. Select the Type of the role. You have two options:

    • System

    • Project

  5. If you want to base the new role on an existing role, in the Policies pane, select a role from the drop down list and click Copy.

    All the policies of the existing role are selected for the new role.

  6. Complete the required modifications to the policies by selecting or deselecting them.
  7. Click Add.

    The new role is added to the Role list.

Parent topic: Assigning User Roles and Rights