How do I manage Roles for a Project?

A Project admin:

  • Can create a new Role for a Project
  • Can invite users to take responsibility for the Events assigned to a Role
  • Can invite a Group to take responsibility for the Events assigned to a Role

Users with a Role that is responsible for an Timeline: 

  • Cannot create new Roles 
  • Can invite someone with an existing Role to be responsible for an Event in that Timeline 

For information on how to create a new Role, see the How do I create a new Role for a Project? article under Composing


Inviting an All-In user to take on a Role: 

1. Once a Role has been created it will appear in the PROJECT ROLES foldout for Pod 1. Hover over the Role you wish to invite someone to fill. 

2. You will now have the option to take the Role yourself or invite someone else to take it. Click INVITE and a second foldout will appear to the right. Now click the blue Find an individual link. 


3. The foldout will expand to include a search form. If the person is already an All-In user, fill in their name and/or email address and click FIND IN COMMUNITY. 


4. The results of your search will appear below the search form. If the person you were seeking turns up, click the ADD button next to their name.


5. The person will be added to the invitation form on the left. Add a personal message if you'd like, then click INVITE at the bottom of the foldout. 



Inviting an external person to take on a Role (and join All-In): 



If the person you wish to invite is not already in the All-In community, you can send them an external invitation to take on a Project Role and join All-In.

1.  Hover over the Role you wish to invite someone to take on in the PROJECT ROLES foldout in the Time pod (Pod 1). 

2. You will now have the option to take the Role yourself or invite someone else to take it. Click INVITE and a second foldout will appear to the right. Click the blue "Find an individual" link. 



1. A search form will appear to the right of the foldout, click on the orange "Invite external person" button.


2. Fill in the form and click the now grey INVITE EXTERNAL PERSON button. 


3. The person will be added to the invitation form on the left. Add a personal message if you'd like, then click INVITE to send them an invitation by email. 



Filling a Role yourself: 

You can only take on a Role personally if you are a Project admin for the given Project. 

1. Hover over the Role in the PROJECT ROLES foldout of the Project pod. Click the TAKE button. 

2. You're name will now appear under the role title. 


3. To remove yourself from a Role, click the blue Remove button. 


Feedback and Knowledge Base