Assign a role – Planzone

To assign a role to a resource, you need to create a resource. Only human and virtual resources have a role.

To access the resource management interface, go to the Management tab in the left-hand navigation bar, then click on Resources :

Then click on the + Resource button at the top right of the screen:

Choose the type of resource you wish to add from the 3 available options :

Remember : only human and material resources can have a role.

To add a human resource, select New member and fill in the required information :

Enter the guest's email address;
Enter the new member's name;
Assign a role and permissions from the drop-down list (Project Manager, Collaborator, Observer).

Then click on the Invite button.

To add a virtual resource, select Virtual resource and fill in the required information :

Click on Create.