Assigning roles via an object

Summary: Resource manager, team manager and task manager are set on the resource, skill or task they apply to, not on the Users screen.

Applies to

Before you start

• The person must already be a user of the space. See Inviting a new user.
• On Configuration > Users these roles are greyed: you set them here, on the object.

Which role, where

Procedure

Assign a resource manager

1. Open Configuration, then select Resources.
2. Select the resource.
3. On the Details tab, open the Resource manager list and select the user.
4. Select Save in the left rail.

The User field on the same tab links a user to the resource itself: that user then sees the resource's tasks in their own My activities.

Assign a team manager

1. Open Configuration, then select Skills.
2. Select the skill.
3. Open the Team managers tab. It lists every user of the space, each with a tick box.
4. Tick the user.
5. Select Save in the left rail.

Assign a task manager

1. Open the project and select the task.
2. On the task's Taskmanagers tab, select Assign. The panel on the right lists the project's users.
3. Select the person, then Add item(s), and Save.

The full steps, with figures: Adding a skill or a task manager to a task.

Expected outcome

Each role brings the work it covers into the person's My activities:

• A resource manager, with Role set to Resource manager, sees the tasks where one of their resources is assigned, including tasks where LYNX-X has only suggested them.
• A team manager, with Role set to Team manager, sees the tasks that ask for their skill.
• A task manager sees the task once its project is released.

How resource and team managers then work from there: Managing your people's assignments from My activities.

Troubleshooting

See also

• Inviting a new user
• Managing your people's assignments from My activities
• Adding a skill or a task manager to a task

Revision history