Add, Remove, Rename Roles at Workspace Level

When a project admin or recipe admin creates a role for a task on a project or a recipe, that role is listed in the Workspace Roles tab. When they go to create a role on a task, they may first get a dropdown list of available roles already created in other projects or recipes in the current workspace. The list of roles they see in that dropdown is the same list of roles you will see on the Workspace's ROLES tab page. As a Workspace Admin, you can manage the roles. 

NOTE: Roles available in the roles dropdown list are shared across the same workspace. They are not shared across different workspaces in the same organization.

How-to Video (General Overview)

View roles from the Workspace Roles view

You can view all of the roles that were created in projects or recipes under a workspace by going to that workspaces's roles view. The list of roles there can be edited or removed.

1. Click your avatar in the upper left corner and select Workspace.
2. Expand your workspace and select the people icon. You will now see a PEOPLE and ROLES tab.
3. Click on the ROLES tab.
4. You can scroll this list of roles or use the search field to find and filter the list.
   
   

Add role from the Workspace Roles view

You cannot add a role in the roles list in the Workspace. The only way to add a new role is to add it at the task level either in the project or the recipe. Once you add them there, it will then show up in the Workspace roles tab for further editing.

Rename role from the Workspace Roles view

If you rename a role in the Workspace Roles view, it will rename that role wherever it's currently used in projects or recipes under this workspace. It will also update its name in the add role dropdown list so you will see only the new updated label when adding roles to tasks.

1. From the Workspace ROLES tab, click on the role to select it.
2. Click the pencil icon. 
3. Edit the name.
4. Hit enter key or click anyplace outside of field to update.
   
   

Delete role from the Workspace Roles view

Note that this will not remove the role from use under tasks in projects and recipes in this workspace. What it will do is remove it from the dropdown list of available roles in projects that are NOT using that role when you create a new role for a task. If a project is already using that role, even if it's deleted from the workspace roles list, it will continue to be available in the dropdown of the project already using that role in its tasks.

1. From the Workspace ROLES tab, click on the role to select it.
2. Click the trash can icon. 
3. Click DELETE to remove the role from the list.

Additional Note: As noted above, if you still see that deleted role in the add roles dropdown list in a project, it's most likely because that project is using this role. To see if that's the case, go to the project's configuration page ROLES tab and see if it's there. You can remove it from there if it's not needed for the project.