How Do I Add Default Roles?

See Also


Do the following to create default roles for project teams and contacts:

  1. Select Preferences from the master drop-down list.
  2. Click Project in the Preferences category list and then Roles.
  3. Select the type of role to be created (that is, Contact or Team) from the drop-down list.
  4. Click Add and enter a name for the role.
  5. Click Save.