0.2 Assign Project Roles and Team Tags

In this article

• Project Roles vs Team Tags
• Assign access from a project
• Assign access from Members
• When to update roles or team tags

Project Roles vs Team Tags

Project Roles control what a member can do inside a project.

Team Tags identify which team, trade, company, or workflow group the member belongs to. Team Tags are not the same as permissions, but they may affect access to project workflows such as forms and submissions.

Assign access from a project

1. Open the project.
2. Open the project member list.
3. Select the member.
4. Choose their Project Role.
5. Add or update Team Tags.
6. Save the change.

Assign access from Members

1. Go to Members.
2. Select a member.
3. Find their joined projects.
4. Update the Project Role and Team Tags for the project.
5. Save the change.

When to update roles or team tags

Update project access when a member changes responsibility, joins a new team, needs access to a workflow, or should no longer manage certain project records.