Configure Advanced Settings: Project Directory

Objective

To configure advanced settings for the Project level Directory tool.

Users with 'Admin' level permissions can configure various advanced settings in the Project level Directory tool.

Required User Permissions
You can only edit a user's permissions if the user is not assigned a permission template.

Navigate to the Project level Directory tool.
Click the Configure Settings icon.
Click Project Roles.
Click the drop-down menu under the 'Members' column for the project role you want to configure.

Tip
The 'Type' column for the project role indicates whether the project role is assignable to an individual person or to a company. The member options available for the project roles are based on their type.
Start typing in the drop-down menu to search the Project Directory or scroll through the list until you find the person or company that you want to assign to the project role.
Click a person's or company's name to assign them to the project role.
Optional:
- To add additional members to the project role, repeat steps 5 and 6.
- To remove an individual member from the project role, click the X next to their name.
- To remove all members from the project role, click the X at the end of the drop-down menu.
Press ESC on your keyboard or click anywhere on your screen outside of the drop-down menu.
Your changes are saved automatically. The project role assignments will now appear on the project's Home page and will be available as filters in the company's Portfolio tool, depending on the settings configured for each project role.

Navigate to the Project level Directory tool.
Click the Configure Settings icon.
Click Permissions Table.
This reveals the 'User Permissions for Directory' page.
Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.