Skip to main content
All CollectionsWorkspacesAdmin
Managing Project Roles as an Admin
Managing Project Roles as an Admin

How to create project roles and how they impact Dock

Updated over 3 weeks ago

Overview

Project roles can help you templatize who all is involved in a space and what they're responsible for. This helps save your own reps time so they don't have to spend extra minutes divvying up ownership for to-do's. As an admin, it allows you to pre-assign what roles are responsible for what task in your templates. All the rep has to do is identify what role that person identifies as, and the rest falls into place!

How to Create or Edit Roles

Only admins can manage roles. If you aren't able to follow the steps below, you may not have the right permissions!

Step 1: Navigate to Settings

Step 2: Click Objects (under Data Management) > Workspaces > Roles

Step 3: Click the blue button on the top right to Add Role

Step 4: Add in a role name (i.e. IT admin, CSM, decision maker, primary POC)

Step 5: Determine if they are part of your internal or external team

  • Internal = your own company

  • External = the customer/prospect

Then hit Create role!

To edit or remove the roles, simply return to this page.

How to Assign Roles in Templates

Step 1: Navigate to the template in question

Step 2: Find a current project-plan (checklist)

Step 3: Click on a to-do to expand the details in the right-hand side

Step 4: Click + on the Assignee field

Step 5: Assign the to-do the specific role(s) responsible

Did this answer your question?