How to change organization & project roles?

Workstatus has different member roles to give you flexibility in running your business. Changing your team member’s roles per project and organization allows you to choose what access level they have on each of your organizations or projects.

Organization Owner/Manager :
They can Add projects, View Projects and Edit Project.

Delivery Head :
They can Add projects, View Projects and Edit Project.

Project Manager (User) :
They can't Add project. They can edit and view only assigned project.

User :
They can't Add projects and Edit Projects. They can view only assigned Project.

Please consult our User Role and Permissions Guide to see what access level is provided for each role.

To configure users to different roles, please follow these instructions:

Changing Organization and Project Roles from the Members Page
Changing Project Roles from the Projects Page

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Changing organization and Project Roles from the Members Page

STEP 1

You can change the organization and project role by navigating to your People Dropdown , Click on Employees ,Make sure you have selected the correct organization in the top right corner of the page.

STEP 2
If you have a large number of employees in your company, you can easily use the Search members field.

STEP 3
To change the role on the project level, click to Projects >> Edit on the 3 dots >> here you can add a member as Project manager & Click on Save.

Updated on: 23/10/2024