Adding Roles

Basic Administration > Managing User Participation > Teams > About Roles and Groups > Adding Roles

Adding Roles

Only context managers, organization administrators, and site administrators can add local team roles. In Arbortext Content Manager, Windchill PDMLink, and Windchill ProjectLink, participants granted the Modify Team action can also add local team roles. Only Shared Team Managers, members of the Shared Team Creators group, organization administrators, and site administrators can add roles to a shared team.

Use the following steps to add roles to a team:

1. Navigate to the Members table.

2. Click the add roles to team icon

For application context Members tables, if the add roles to team icon

is not available from the current view, change the view to either Local Team Roles and Members or Local Team Members.

The Add Roles to Team window opens.

3. The Select one or more Organization roles to add list contains all the existing roles for your organization. Select the role titles you want to add. You can use the SHIFT and CONTROL keys and the SHIFT and ALT keys to multiselect roles. Click Clear to remove all your current selections.

To create custom roles that are specific to a particular team, type the names of the roles you want to add in the Or add one or more team specific roles (comma separated) field. You can enter multiple role names separated either by pressing ENTER or by using a comma.

Any custom roles that you create for a specific team are not automatically added to any workflows; therefore, unless you update the workflow, the roles are not available for workflow-assigned tasks.

4. Click OK.

The Add Roles to Team window closes, and the Members table is refreshed to show the new roles. To assign a user or group to the role, see Adding Members.

For each role added, a corresponding system group is created with the same name as the role. Adding a user, group, or organization to a role adds the user, group, or organization to the corresponding system group.