Introducing project roles

If you’re a regular reader of our blog, you know that we don’t write about all (or most) of our product releases; our team churns them out so quickly that we’d hardly have time to write about cats. Instead, we focus on the really juicy releases – the stuff that carries the potential to change the way you use Central Desktop – which, in turn, changes the way you work (one could even say it thus technically changes your life).

Project roles will transform the way you approach project management. Don’t take my word for it. If you’ve had the good fortune of meeting Chris Goodrich, our product director, you probably know that he’s a trustworthy and levelheaded fellow. He’s not one to engage in hyperbole, but he thinks project roles are a game-changer.

“Project roles will radically improve the way you set up new projects,” he said. “Assign users to roles when creating your new workspaces and your entire project plan will be automatically assigned to the appropriate people.”

Project roles are available to all customers, but you have to be a company admin to create them, and a workspace or company admin to enable them within a given workspace.

Creating a new role

Navigate to your company admin menu (gear icon in the top right) and select Company Setup>Groups & Roles>Roles.

Project roles: create new role

If you have no previously created roles, you can choose to “Add your first Project Role.” If you already have some roles created, you will see a button for “New Role.” Give the role a title and description (if desired) – and you’re off!

Enabling roles

In your designated workspace, select Settings>General Settings>Project Roles. In the “Workspace Roles” box, simply begin typing the name of the role you wish to add, or use the magnifying glass icon to choose from a list of all available roles. Once you’ve included all the roles you want to enable, click Update to save your changes.

Central Desktop project rolesNow that you have your roles in place, you’ll want to start assigning. Check out our Help Center articles on assigning users to a role and assigning roles in a workspace template.

There were some other cool features in the same release as project roles: improvements to workspace workflows, our video player, and email digests, as well as the ability to enable file metadata. To learn more, read the release notes. As always, we’d love to hear your feedback!

Adam McKibbin
Post by Adam McKibbin

Adam McKibbin is the content marketing manager for iMeet Central. His writing has been featured in Adweek, the Chicago Tribune and The Nation, and he’s produced content for some of the leading tech brands on the Fortune 500.

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