Project Roles grants permission to technicians to access Projects, Milestones, and Tasks.
You can be assigned to any of the following project roles by your admin:
|
Roles |
Responsibilities |
|
Project Admin |
This role has full control over project management. Besides accessing all projects, the role can build, update, and delete projects and manage project members. |
|
Project Manager |
This role has full control over the projects to which they are assigned. Besides accessing the projects assigned, the role can update and delete the projects and manage project members This role may contain fewer or more access permissions depending on how the SDAdmin configures it. |
|
Team Leader |
This role has milestone-level access permission within a project. Besides viewing the milestones assigned, the role can update the milestones and manage tasks. This role may contain fewer or more access permissions depending on how the SDAdmin configures it. |
|
Team Member |
This role can access and work on tasks to which they are assigned. |
In addition to the above roles, SDAdmin can assign custom project roles.
Go to Setup > Project Management > Customization > Project Roles.
Click New Project Role.
In the add new project role form, enter the Name and Description for the new project role.
Choose the Access Permissions for the newly created project role.
You can choose an option listed under Project Member allowed to view for the new role.
All Projects
Associated Projects
Associated Milestones
Associated Tasks
Click Save.
It is not possible to uncheck Task View option as it is mandatory for a project role.
Project Admin will have complete access to Project Module and Team Manager will have permission to work on Tasks assigned to him/her.
Users/Requesters (when they are imported in ServiceDesk Plus Cloud) can be assigned a default project role. These default project roles do not override project-specific roles; they serve as default options when no project role is configured for the user/requester.
Project Admin and Team Member are the default project roles.
The default project roles cannot be edited/deleted.