Roles

Roles let project teams update users performing a similar role to be grouped together in one location and have updates mirrored in the appropriate areas automatically. With constant turnover in project personnel, it becomes cumbersome to add and remove users in different areas.

To create Roles:

1. From Contacts, select More then Roles.

   

2. Use the Roles pane to add or delete roles

   

3. Use the Users pane to select the company and users to be added to a role.

   

4. Click Close.

Roles can be used in Review Initiator, Review Coordinator, Review Teams, Restricted Document Access and Packages.