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What roles can I assign to my project team members?
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.
Role | Description |
Project Owner | Gives 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:
Active Team Member users have the same restrictions as a Project Owner member. In addition, they cannot do the following:
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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:
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:
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Team Member with Limited Access |
Users in a group with the Team Member with Limited Access role have the following capabilities:
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 Messages | An 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. |
The most used roles are Active Team Member and Observer Team Member.
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