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Assign a Parent Workspace Role to a Workspace

Resources Overview > Role List Overview > Workspace Role List > Create a Workspace Role

Roles that are created in parent workspaces are available to be assigned to immediate child workspaces. You can assign roles from a parent workspace to a lower-level workspace to make them available to the child workspaces and projects within that workspace. This is useful when you need to pull down roles from a higher level before you assign them to a project.

In every workspace and project where a role is assigned, you can configure separate availability and rate information. This data can be analyzed at each level to monitor the role's allocation. All other role details can only be edited in the workspace or project where it is owned.

To assign a parent workspace role to a workspace:

1. Navigate to the workspace role page
   1. In the object selector, select a workspace.
   2. In the sidebar, hover over  Resources, and select Role List.
2. Select Assign.
3. In the Assign Roles dialog box, select one or more roles to use in the current workspace.

   Note: If roles are configured hierarchically, when a role with subordinate roles is selected, all roles below are selected. Expand the role name to view the additional roles.

4. Select Assign.
5. All changes made to this page are saved automatically.

Tips

• The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.

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Last Published Tuesday, May 21, 2024