Project’s Specific Roles

  1. #1 Type manager and resource:
    You can assign the manager and resources simply by typing their names inside the appropriate cells.
  2. #2:
    You can click on assign resource to select and assign from a list of resources.
  3. #3:
    Click on the resource and reviewers icon to view and select the work item roles.
  4. #4 Assign resources or reviewers:
    In the Resources or Reviewers Tab, click Add to assign user(s) with these roles.
  5. #5 Set Manager:
    Type a user’s name in order to assign the manager to the work item.
  • The work item manager can assign any user with any role inside the work item and all of its sub-items.
  • The assigned user will have the appropriate permissions for this work item and all of its sub-items.
  • The assigned user will be able to view the entire project, unless the person is an external user
    (external users only have access to the items that the administrator defines for them to be able to view)
  • Read more about Project Specific roles in Clarizen’s Help. Section