You can view and edit a Project Role from this module for contacts with the Contact Type of Project. Notification Events and Scheduled Reports are only editable here if the contact's Data Access Scope is set to Full. If the Data Access Scope is Mixed or Restricted, the Notifications can be configured on the Countries and Assigned Sites tab.
The record will be read only if the Permission Set record is prior to the Current Permission Set or if the Permission Set record has been used to Login by the Project Contact User and the current date is greater than the First Login Date.
An error will be generated when the user attempts to inactivate a Project Role record when it is the last active Project Role within the Project Team Permission Set.
To Add a Role:
Click on the down arrow in the Role field to display a list of available Roles. The list of roles are based on the Contact's Type, either Project, Site, Sponsor, CRO, or Other.
Optionally, you can leave a Comment.
Optionally, you can configure Notifications if the Data Access Scope is Full.
Click 
and you will be returned to the Permission
Set module.
To Edit a Role:
If the contact has only one role listed on the Permission Set module, then you need to add the new role in this module (see above steps).
Click 
next to the role that is no longer
valid on the Permission
Set module.
Click 
to
remove the role from the contact.
Click and you will be returned to the Permission
Set module.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
| Role | This field is required and is limited to the list of active Roles for the Contact’s Contact Type. Any roles that have already been added to this Project Team Permission Set will be hidden from the list, including inactive Project Roles. This field will be read only when editing an existing Project Role record |
| Comment | Enter any comments up to 200 characters. |
| Notification Events | This field is visible when the Project Team Permission Set Scope is set to Mixed or Restricted. A check means that the contact will be able to receive Event Notifications. For more information on roles and notifications, see the Roles Notification page. The contact needs to have a valid email address. |
| Scheduled Reports | This field is visible when the Project Team Permission Set Scope is set to Mixed or Restricted. A check means that the contact will be able to receive Event Notifications. For more information on roles and notifications, see the Roles Notification page. The contact needs to have a valid email address. |