Copying Existing Roles from One Project to Another

When logged into Submittal Exchange, select a project and go to the Project Team tab.

  1. At the top of the page, select Manage Roles.
  2. A dialog box appears. In the upper right corner, select Add New Role.
  3. To add a role used in one of your other projects, choose Select a Project and select the project name that contains the role from the drop-down list.
  4. Next select Role, and choose the role from the drop-down list.
    • Select Load.
  5. Ensure all settings for the role appear correct.
  6. Select Save.

    Note: Only Project Leaders may copy roles on a project.


Last Published Thursday, May 29, 2025