Roles

Role is an administrative screen. Changes here affect every user, so read the notes before you save.

Overview

This screen is restricted to administrators. Changes take effect for other users the next time they sign in, or immediately if they reload the application.

Warning

Settings on this screen apply across the Project Four installation. Make one change at a time and verify it before making the next — a bad configuration is much harder to diagnose when it is bundled with four others.

Prerequisites

Before you begin

• You are signed in with an administrator role
• You have told affected users that a change is coming

Opening the screen

Navigate to

1. Administration
2. Roles

Click to enlarge

The Role screen in Project Four.

Procedure

Open the configuration screen

Use the navigation path above. Administrator rights are required.

Make the change

Edit the settings you need. Changes are validated as you type and the screen tells you what else they affect.

Save and verify

Click Save, then sign in as a normal user (or ask a colleague to) and confirm the change behaves as intended before telling the team.

Expected result

The setting is saved and an entry is written to the audit log recording who changed what, and when.

Field reference

Role fields

Field	Type	Required	Default	Description
Name	Text	Yes	—	Display name for this role entry.
Description	Text area	No	—	What this configuration is for. Shown to other administrators.
Applies To	Dropdown	Yes	All branches	Scope of the setting.
Status	Dropdown	No	Active	Inactive entries are retained for audit but no longer applied.

Role fields

Important notes

Important

Administrative changes are audited but not automatically reversible. Note the previous value before you change it.

Common problems

The Save button is disabled

A required field is empty or invalid. Fields in error are outlined in red with the reason underneath — scroll up, the first error is usually in the header.

You do not have permission to perform this action

Your role is missing the relevant permission for this screen. Ask an administrator to check it against Roles & Permissions.

Frequently asked questions

QWho can perform this task?

Any user whose role grants access to this screen. Roles and Permissions lists exactly which permission controls it.

QIs the change audited?

Yes. Every create, edit and cancel is recorded with the user, timestamp and the before-and-after values.

Related documentation

• Administration overview
• UsersInvite users, manage access and deactivate accounts.