Customizing Roles
You can control group-level visibility and access to project information such as trackers, forums, documents, builds, SCM and source code, using roles. Roles ensure that internal teams and business partners only see and access the information appropriate to their respective roles. Members of the same role have the same level of access to project information. When accessing project information, the system uses the highest level of a member's access permission based on the member’s roles and group memberships. See more about role-based access permissions in Basics: Projects, Roles, Groups, Members and Users.
To customize a role:
1. Open a project.
2. Click Members tab.
3. On the left panel, click the wrench icon at the role you want to customize.
4. Select the permissions.
5. Edit the name and description if required.
6. Click Save.
Figure: Customize a Role
To create a custom role:
1. Open a project.
2. Click Admin tab.
3. Click Roles tab.
4. Click New Role.
5. Select the permissions.
6. Enter the name and description of the role.
7. Click Save.
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You can copy the permission settings of an existing role by selecting that role in the Based on list.
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