Adding and removing roles

You can add and remove individual roles for a project area or team area.

Before you begin

You must have permission to modify the project area.

Procedure

  1. Navigate to the project area in the administrative web interface. See Logging in for project administrators and team leads (web).
  2. Do one of the following:
    • To add or remove a role in the project area, click Roles.
    • To add or remove a role in a team area, click the team area under the Team Hierarchy section. Within the team area, click Roles.
  3. Do one of the following:
    • To add a role, click Add Role icon, the Add Role icon. Enter an identifier for the role. This ID is used in the process configuration source XML. Optionally, enter a name for the role. The name is used throughout the user interface. If you do not specify a name, the identifier is displayed in the user interface. To indicate that the role is intended to be assigned to only one team member, set the Cardinality attribute to single. To indicate that the role is intended to be assigned to multiple team members, set the Cardinality attribute to many. The cardinality setting is informational only; it is not enforced. Optionally, enter a description of the role in the Description field.
    • To remove a role, select it and click Remove Role icon, the Remove Role icon.
    • To edit a role, select it, then edit one or more of the fields in the Role Details pane.
  4. Click Save to save the changes to your project area.

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