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How to Leverage Project Roles as a User
How to Leverage Project Roles as a User

Assigning project roles and how they impact your space

Updated over 3 weeks ago

Overview

Your admin team may have set up project roles to help automate assigning out to-do's. If they have, all you have to do is list out each person in your workspace and the role they identify as. From there, to-do items will automatically be assigned to the appropriate person.

This will NOT send them a notification that they've been assigned anything. If you'd like to do so, you'll need to send it out manually through Dock or wherever you communicate with the customer.

Where to Assign Roles

You can assign roles to a user in a few different places:

  1. When initially creating the workspace

  2. When managing your sharing settings

  3. In the People tab under your workspace

When Creating a Workspace

As you go through the flow to create a space, in the final step you can add in people who should have access and assign their role from the drop-down.

When Managing Your Share Settings

Navigate to your workspace in question and click the blue Share button on the top right.

For each person listed, click Add role to select a role from the drop-down.

From the People tab within a Workspace

Navigate to the workspace in question and click on the People tab. Each person who has accessed the space or is listed in the Shared tab will be shown here. Click on their Role dropdown to assign.

If anyone is missing from this list, you'll need to click the Share button on the top right or click + Invite people to the top right of those tables.

What does this mean in action?

When someone has been given a role, they'll automatically be assigned any to-do's within that workspace that are meant for that role. This is something your admin would have set in the template to help save you time. They will not be notified they are assigned a to-do, so make sure you communicate this to them!

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