How do I create a role?
For the Project Tasks permission target, Administrators can expand the list of roles by creating additional custom roles. This article describes how to create a role.
Note: This permission target is named the same as the original non-gated object and may differ depending on your site's configuration.
1. Click Defaults
2. Click Add Role
- Click Add role.
3. Enter Role Information
- Enter role information.
- Click Save.
Sequence: A number that defines where the role will appear in relation to other roles. If left blank, the role will be sorted alphabetically. Note: The role sequence defined here is pervasive across other parts of PowerSteering.
Name: The name of the role.
Plural Name: The plural name of the role which appears whenever users are being assigned to work, or when all members assigned to work are displayed.
Description: Text that describes the role's purpose (optional).
Works: Select the work type(s) to which the new role will apply.
Show on summary page: If selected, a list of this role’s members will appear on the work summary page.
4. View Role
- View newly created role.