Creating Project Roles in admation

Project roles in admation are related to the different roles users can play in a project. When you add team members to a project, you have the option to select a user's role from a dropdown. Users may also be assigned a default project role from a list of roles when they're set up in the system.

You'll notice that project roles are pre-defined and can't be edited in the main part of the system. You'll also find that you're unable to save new users in the system unless you've set up project roles first, so this is a really important step. 

To add project roles into the system, head to the admin bar at the top of your screen. A user will only see the admin button if they have specific permissions. 

Click Project Roles & Permissions.

If you'd like to create a project role, click New Role on the right hand side of your screen. Give your project role a name. Common roles are:

• Copywriter
• Designer
• Traffic Manager

 If you'd like, you may also add a description to your role. A role's permission level is usually set to Read Write Full, however you can limit these permissions to Read Only as needed. 

You'll also need to select the organisation type. By default, most companies pick Client. If you're a creative or digital agency acting on behalf of other companies in the system, click Agency. 

If you're an agency, that's setting up both clients and agencies, and things are getting a little confusing, please don't hesitate to reach out to your client success manager for advice.

Click Save once you're happy with your inputs.

Editing and Deleting Project Roles

From the list of existing project roles, you may edit an existing project role by clicking the pen icon. If you'd like to delete a project role, select the checkbox for the item/s you'd like to delete. Then click the greyed out delete icon at the top of your screen. Even though it's greyed out, you'll still be able to delete the items. Follow the prompts to confirm your selection.