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Create a (sub)project - membership and roles

ProjectRolesSubproject

Create a (sub)project - membership and roles

When an administrator or user with necessary permissions create a new project or subproject, what is his role on the project? We will look at it in the following examples. If you are not an administrator, you need to have the permissions to create a project and/or subproject. These can be set in More: Administration: Roles and permissions as illustrated below.

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Create a new project - default role settings

When you simply create a new project by clicking on "New project" button, the role of the author of the project is taken primarily from the settings of his user type (Administration » User types » Default role).

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If the default role is not selected, then the global setting is used: More » Administration » Settings » Projects » Role given to user who creates a project / Role given to user who creates a subproject. As you see, it's possible to distinguish the default roles depending on if a project or subproject is created. All existing user roles are available to select in this drop-down menu.

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Project membership of a user, as well as a role of a project member, can be later changed by an administrator in particular project's Settings: Members.

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Create a project from a template where I'm in a different role than default

When you create a project from a template where you have a different role than which is set as the default role, then you are given a role from the template, not the default one. The role in the template is the one you had on the project by the time a template was created from it.

Create a project from a template where I'm not a member

Similar logic applies in a case when you create a project from a template where you have no role at all because you are not a member of it. Therefore, you are also not a member of the project created from this template. That means you cannot use any of your project permissions on a project you are not a member of.

Create a new sub-project where members are inherited and I have a different role than default on the parent project

In case that you create a new sub-project with inherited members and you have other than default role on the parent project, your current role is also inherited and therefore remains the same both on the parent project and sub-project.

Create a new sub-project where members are inherited and I'm not a member on the parent project

This is a kind of hybrid situation. When you are not a member of the parent project, you will not be inherited to the subproject. However, because you are creating a new project, you will be given the default role as per global settings (see above).

Create a new sub-project where members do not inherit

In this case, you are simply given the default role according to the current global settings (see above).

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