Project template Project Roles tab for including participants
Use this tab to specify the project roles of the people who participate in the projects and project requests that are created from this template.
Before you can add a project role on the Project Roles tab, it must exist in the system. To create a project role, select Settings > Marketing Operations Settings > List Definitions > Roles. For more information, see List definitions.
The security policies for your organization can be configured to only allow team members with a specific role to access projects and requests. For more information, see Project roles.
This tab contains the following sections.
| Section | Description |
|---|---|
| Project Request Recipients | The project roles of the team members who receive the requests that are created from this template. The values that you specify in this field on the Project Roles tab display in the Recipient Role field on the Request tab. You use the template Request tab to configure how requests are handled. |
| Team Members | The project roles of the people who participate in projects that are created from this template. Users assign these project roles to tasks on the Workflow tab. |
| Reviewers | The project roles of the people who participate as reviewers. Users assign these roles as reviewers in the projects that are created from this template. |
To add a role, click the Name list in the appropriate section and select a role. The list presents all of the roles that are defined in the Roles list. When roles are displayed to users, they are displayed in alphabetical order and not in the order that you add the roles.
To delete a role, click Remove next to that role. You cannot delete a role that is specified in an object instance, either in a workflow task or as a recipient on the Request tab.