FAQ KB0393001
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What roles can I assign to my project team members?
Symptom

What roles can I assign to my project team members?


Resolution

When designing templates or creating a project, you might want to create groups with different capabilities and access rights. You configure capabilities and access rights for a group by assigning a role to a group. You can create groups and assign these roles to groups at the template or individual project level.

RoleDescription
Project OwnerGives group members all the capabilities of the Project Owner group.
Active Team Member

In general terms, users with this role can add tasks and documents to a project. Specifically, users have the following capabilities:

  • View and create the following items in the project:
    • Message board entries and announcements
    • Tasks
    • Documents, including sub-projects, for which the user has the appropriate access. The Active Team Member role satisfies the requirements for the Private to Team Members access control setting.
  • View project groups.
  • Receive any project-related notifications, such as notifications for project status changes.
  • Add task reviewers or approvers and add comments when they are an active reviewer, approver, or watcher in a task.
  • Create follow-on projects.
  • Compose or read messages in events.

Active Team Member users have the same restrictions as a Project Owner member. In addition, they cannot do the following:

  • Edit project attributes.
  • Edit or view a document if they are not the document owner or do not meet access requirements.
  • Edit or submit tasks if they are not the task owner.
  • Create tasks for a document if they are not the document owner.
  • Add or edit project groups.
  • View the project history (the History tab).
  • Copy or delete the project.
  • Delete message board entries or announcements.
  • Create message board labels.
  • Change the contract state (applicable to Ariba Contract Management projects).
  • Create a sub agreement (applicable to Ariba Contract Management projects).
Observer Team Member

In general terms, the Observer Team Member role can view information about a project but cannot create tasks or documents. Specifically, users can do the following:

  • Create or edit project announcements.
  • Read messages in events.
  • View project groups.
  • View tasks.
  • View documents, including sub-projects, for which the member has access. The Observer Team Member role satisfies the requirements for the Private to Team Members access control setting.

Observer Team Member users have the same restrictions as a Project Owner group and Active Team Member role. In addition, they cannot do the following:

  • Create documents.
  • Create tasks.
  • Compose or reply to messages in events.
Team Member with Limited Access

Users in a group with the Team Member with Limited Access role have the following capabilities:

  • Create or edit project announcements.
  • View project groups.
  • View tasks.
  • View documents, including sub-projects, for which the user has access. The Team Member with Limited Access role satisfies the requirements for the Private to Team Members access control setting.

If you have the strategic external user access feature enabled and want to add suppliers to a project team, create a group with the Team Member with Limited Access role, and add the suppliers to this group.

Access Participants MessagesAn internal or external user in a group with the Access Participants Messages role can read messages in events. Membership in this group does not grant the ability to compose messages in events.


Additional Information

The most used roles are Active Team Member and Observer Team Member.



Applies To

Strategic Contracts > Contract Template Design
Strategic Contracts > Contract Workspace/Requests
Strategic Sourcing > Sourcing Project
Strategic Sourcing > Strategic Sourcing - Templates
Supplier Information & Performance Management > SPM Projects

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