Manage Project Roles

In this topic, we'll show you how to add and assign Project Roles.

Note: Project Roles can be used for restricting access to certain products, modules, information or actions within a project. Builderbox assigns a default role (Team Member or External Team Member) to each new member who joins your project based on her company type (Super Admin’s Company or External Company).

From Settings >> Roles >> Project Roles page

Add Project Roles

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on the Roles from the left navigation.

      

  4. Click on Project Roles.

      

  5. Click on the Select Role Type field.
    Note: There are four Project Role types- Employee, Guest, Guest Material Supplier and Guest Equipment Vendor. Employee role type is for all the members of the Super Admin’s company (or Super Company). Guest role types are for External Companies’ team members and they vary based on the External Company type (Guest/Guest Material Supplier/Guest Equipment Vendor).



  6. Let’s use the Project Role type Employee for the purpose of this tutorial. Select the Employee role type from the list.



  7. Click on the project drop down.



  8. Select the project, to which you want to add a role to, from the project drop down.

      
     
  9. Click on the Add New Role button.



  10. Enter a name and a description for the role.



     
  11. Click on Team Members.
    Note: We are using Team Member module as an example here. You can replicate the same process for any other modules on the list.



  12. Select the check boxes next to the permissions/resources that you want to assign to the members with this role.





  13. Click on the ON/OFF switch next to Builderbox – Field. Note: You can turn on or off the entire product/or individual modules for a role by using this feature.



  14. All the modules within Builderbox Field product will be turned off.



  15. Click on the Save button located on the top right corner of the screen.



  16. Click on the Ok button when prompted.


Assign Project Roles

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on the Roles from the left navigation.

      

  4. Click on Project Roles.



  5. Click on Select Role Type field.
    Note: There are four Project Role types- Employee, Guest, Guest Material Supplier and Guest Equipment Vendor. Employee role type is for all the members of the Super Admin’s company (or Super Company). Guest role types are for External Companies’ team members and they vary based on the External Company type (Guest/Guest Material Supplier/Guest Equipment Vendor).



  6. Let’s use the Project Role type Employee for the purpose of this tutorial. Select the Employee role type from the list.



  7. Click on the project drop down.



  8. Select a project from the project drop down.



  9. Click on View Roles button.
    Note: All Employee type roles will be listed for the selected project.



  10. Click on View Role Members icon.



  11. Click on Assign Role drop down located next to the member, whom you want to assign a role to, and select a role from the list. Let’s select New Role for the this tutorial’s purposes.



  12. Click on the Yes button when prompted.



  13. Click on the Close button.


From Settings >> Members Page

Assign Project Roles

  1. Click on the profile image located on the top right corner of the Builderbox screen.



  2. Click on Settings.



  3. Click on Members from the left navigation.



  4. Click on the project drop down.



  5. Select a project from the project drop down.

      

  6. Click on the Assign Role drop down located next to the member whom you want to assign the role to.



  7. Select a role from the list. Let’s use New Role for this tutorial’s purpose.





  8. Click on the Yes button when prompted.
    Note: The selected role will be assigned to the member.


Save

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