When managing projects and team members on ACC, administrators can create and customize Roles to simplify tasks such as assigning permissions or configure project templates.
The focus of this post is to show Account Administrators how to manage Roles on the ACC platform.
To access Roles, select Account Admin > Roles
As shown in the above image, Account Administrators can do the following:
- Add custom roles (1)
- Rename or Remove roles (2)
- Set the Default access level - Project Administrator or Project Member (3)
Please keep in mind the following when customizing/assigning roles:
- Changing the Default access level for a role will not affect access to existing projects. The access level for the role will take effect when the role is added to new projects.
For example, the access level for the role "Surveyor" is changed from Project member to Project administrator, any members with this assigned role will not automatically become Project administrators in their current projects.
- When it comes to managing Roles, sometimes less is more. Having too many roles with varying access levels can sometimes complicate things for Account and Project Administrators
- Even though a Role may have a default access level, this can be overridden by a Project Administrator in a project.
As shown in the example below, the member Jim Craig is a Surveyor and a Project member by default. However, you can override the access for this project if needed.
Future blogs will highlight how Roles can be used to enhance the process of configuring Project Templates.
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