A standard set of project roles will be deployed by default however, as organisations become more familiar with the functionality of UniPhi, they will typically create new roles.
To create a project role:
1. Click on the Side menu and select Configuration> Roles
2. Click on the Yellow icon to display the following screen:
3. Enter the role name
4. Enter a job description in the larger description text box
The description should clarify the responsibilities and accountabilities of the role that you are creating. The access level of the role depends on what the role needs to do on the project.
5. Select the access level this role has. These roles will appear as shown below
6. Click the Save icon.
You have successfully added a role
To edit a role:
1. Click on the edit icon
2. Amend the role, description or access level
3. Click Save to update all resources that have been assigned this role.
You have successfully amended a role
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