Creating New Roles

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

  1. Select Manage Roles button.
  2. A dialog box appears. In the upper right corner, select Add New Role.
  3. Enter the name of the role in the Role Name field.
  4. Under Access Role, choose the distinction that best matches the new role from the drop-down list.
  5. Under Security Privileges, select all the actions this new role has the ability to perform.
  6. Select Save.

    Notes:

    • The new role user does not appear in the Project Team tab until you have assigned an user to this role.
    • You must be a Project Leader to copy roles on your project.
    • Administrators and Project Leaders can edit custom role labels at the log and project level.

Last Published Thursday, May 29, 2025