How do I create a new Role 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 take on a Role yourself or how to invite someone else to take on a Role see the How do I manage Roles for a Project?


Creating a New Role: 

1. In the Project pod (Pod 1), hover over a Project and select Roles from the hover menu. 


2. A foldout will appear to the right titled PROJECT ROLES. Click the blue New button at the top-left. 

NOTE: If you do not see the New button, it is because you are not an admin on the Project, and therefore you are not permitted to create new Roles.


3. A second foldout will appear to the right. Create a label for the Role and add a description, then click CREATE


NOTE: At this stage you are just creating the Role, you are not yet inviting anyone to accept it. For information on how to invite someone to take on a Role, see the How do I manage Roles for a Project? article under Composing


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