Copying an existing role to create new one

To create a new role based on an existing role, follow these steps:

1. Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
2. From User menu, select Roles. This will open the Roles screen.
3. Click the role you want to copy permissions from/duplicate.
4. A role "[Name of Role being copied] - Copy" will be added to the list with its details on the right half of the screen.
5. Type a name for the role being created.
6. Give a description to the role, if required.
7. Specify a default billing hourly rate for the role.
8. Choose an Activity Center default view from the drop-down list.
9. Edit permissions as you see fit.
10. If you want to apply the permissions to members in existing projects, select 'Apply default permissions to project members in all existing projects'. 
11. Select the default role for portfolios.
12. As you are done with it, click "Save" to save the role; or "Cancel" to cancel any changes you may have done after clicking "Save" last.

Add a new role

To create a new role from scratch, follow these steps:

1. Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.
2. From User menu, select Roles. This will open the Roles screen.
3. Click the "Create a new role" button () above the list of available roles.
4. A role "New role" will be added to the list with its details on the right half of the screen.
5. Type a name for the new role,
6. Give a description to the role, if required.
7. Specify a default billing hourly rate for the role.
8. Choose an Activity Center default view from the drop-down list.
9. Edit permissions as you see fit.
10. If you want to apply the permissions to members in existing projects, select 'Apply default permissions to project members in all existing projects'.
11. Select the default role for portfolios.
12. As you are done with it, click "Save" to save the role; or "Cancel" to cancel any changes you may have done after clicking "Save" last.