In Role View, role headers are arranged by Sort Order as chosen in the Roles Setup Advanced tool. Users assigned to a role appear in the corresponding role group. Each user’s permission will appear by their name.
In each role group, users appear in taskflow assignment order. The first-listed user for a role will receive all auto-tasks assigned to that role. For example, in the instance below, if an auto-task was assigned to the “Accounting” role, Frank would be assigned that task.
If Frank was removed from the Accounting role, or his permissions were changed, then Jake would move into the first position and be assigned Accounting autotasks going forward.
No Role Group
If a user in the project has no roles, they will appear in the “No Roles” group. “No Role” is the last role header listed, and it includes all users who have been added to the project but have not been assigned roles.
Use the Role View filter to search the entire list of users by users’ names or permissions. To filter by permission, use any of these special terms:
You can use the filter to search for users, even if users are hidden in collapsed groups. When filtered, a role group will only display filtered users who may or may not be the actual first-listed user in that role group.
Expand and Collapse
Click the plus/minus symbol to the right of the role header to collapse and expand the role list. You can also collapse or expand all roles at once by clicking the “Collapse All/Expand All” button along the top of the page.
Adding and Removing Roles and Permissions
Click on a user to open the user card on the right side of the screen. Once selected, all of the user’s role assignments will be highlighted.
Change the user’s roles by clicking “select roles,” typing to filter roles in the list, and selecting a role. The role tag will appear in the “select roles” box.
Remove roles by clicking on the “x” next to a role tag. As you add and remove roles, you will see the change reflected in the roles lists to the left.
Admin and Team Status
Change the user’s permissions by toggling project Admin status on or off, or by selecting the desired team status.
When you change Admin and Team status, the taskflow assignment order may also change. If you make a collaborator an Admin, for example, that Admin-collaborator will now be above a follower in the assignment order. This change will be reflected in the order of users in the roles lists on the left.
Guest users have the “Share Project Sections” button. Clicking this button will open the “Share User Sections” modal, where you will be able to choose the project sections that should be shared with this guest user.
Adding and Removing Users
Invite a user using the “+ Invite” button in the top righthand corner. In the modal, enter a user’s name, username, or email address and click “invite.”
To remove a user from the project, click on the user to open their user card and select “Remove from Project” at the bottom of the card. If a user is the only primary on a project, they will not be able to be removed until another primary has been assigned.