Roles: How to Edit/Add Project Roles in SiteBook.
Navigating to the Project Roles Table
1. From the Homepage Select the "Admin" Menu
2. In the Admin Menu click "Project Roles"
Creating a New Project Role
Tables can't be imported directly. Please insert an image of your table which can be found here.
Please note the first 3 Roles are set as the following:
· SM - Site Manager
· PM - Project Manager
· AD - Project Administrator
These roles can be re-named to similar Roles, however they are linked to key areas of the system. (eg. a Site Manager should not be renamed to an "Estimator" as the Estimator selected will become linked to Key Safety System Documents and Notifications)
3. Click "Add" to Create a new Role for your Company.
4. Give your Role an Abbreviation and and a Name and click "Save".
Importing Project Roles from a Template
5. In the Project Roles Menu, Select Import to add Roles from a List (Excel Format)
6. Example of the Excel Page. (*Please note the sheet must be titled "1. XXXXX")
Adding Project Roles to a Project / Project Template
7. From the Homepage, select "Projects" to open the Projects List
8. Find your Project in the list and open the "Project Setup" Menu
9. Scroll down to Project Roles and select a role from the "Select Project Role Type" Dropdown.
10. Click "Add Role" to to add to your Selected Project.
11. Click "Save" to save any changes.
12. To edit your Project Templates select the "Admin" Menu from the top of the screen and then select "Project Templates"
