Assigning people to roles
Roles define tasks and permissions in projects. Assign users to roles before starting work on a project.
Before you begin
Before you can complete this task, the workflow must be set up to include the necessary tasks and approvals, and a role must be assigned to each task that should have one. The requirements for a project derive from the template that it is based on.
About this task
Note the following behavior.
- Administrators create roles using the List Definitions section of the Administration menu item.
- The list of people in the Team members section of the Select Project Members page is populated from HCL® Marketing Platform, and may be limited based on your role and permissions. For details, consult your HCL Marketing Operations administrator or the HCL Marketing Platform Administration Guide.
- Administrators can define assignments using the Request tab of the template. Therefore some roles can be pre-assigned.
- The list of teams in the Select Project Members page is based on the teams that defined in Marketing Operations. As with the list of people, the teams you can view may be limited based on your role and permissions.