Give Project-independent Access for Project Tools

For example, you may want a user to be able to use the "Tracker" across several projects. You don't need to create and assign a role supporting the task individually across all projects. Just do it one time as a site-wide role and assign it to the user.

1. Go to My Workspace > Admin.

2. Click Roles from the Projects menu.

3. Click Create.

4. On the Create Site-wide Role page, write a name and description for the role. The role name is case-sensitive.

5. To prevent inheritance of the role into private projects, select the PREVENT ACCESS option.

   note

   Selecting the option to prevent role inheritance does not affect access to public and gated projects. On selecting Prevent access, the user may not be allowed to do project-permissions related tasks in private projects.

6. Click Create. The site-wide role is created. The Edit Site-wide Role Permissions page appears.

   note

   You can select the permissions for applications and resources available across all projects.

7. Select the required project permissions listed on the ROLE PERMISSIONS tab, to match the tasks you want the user with that role to perform.

   tip

   Select Tracker-Create permission if you want the user to be able to create new trackers.

   The role is created. You can assign it to site members at any time.