Promote a Workspace Role to a Parent Workspace

When a role is added to a workspace and it is later determined that the role should be made available at its parent workspace level, the role can be promoted to the parent workspace. Promoted roles are available to be assigned to all of the child workspaces in the owning workspace. Codes and resources that are assigned to the role are also promoted, and the relationships stay intact. You can only promote roles that are owned by the current workspace.

After a roles is promoted, only its availability and rate data can be edited in the current workspace. All other role information must be edited in the owning workspace. At the parent workspace level, you can modify the role's availability and rate data without affecting the current workspace-level values.

To promote a workspace role to a parent workspace:

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.
Select Promote.
In the Promote Roles dialog box, select the roles to promote to the parent workspace level, and then select Promote.
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.

Next: Remove a Role from a Workspace