When users are lacking the Access Project role designated to their Team, they may either receive an error message when attempting to access the project or not see the project on their Community homepage. You’ll need to first identify the affected user’s Team, then check your Project Roles to ensure that your Teams have appropriate access.
Verifying User’s Project Team (screenshot):
- Type user’s email or name in the Knowledge Base search bar (wait to populate)
- Click on the user to access User Summary
- Click Teams tab
- Identify the team(s) user is associated with
Verifying (and Updating) a Team’s Access Project Role
- Click Project Tools
- Click Roles
- Drop down the Team Type for the type of user affected
- Using the legend, identify the team(s) and their Access Project checkbox
- Check on & click Submit
The Access Project Role is often missed when creating new Teams when the Copy Access From checkbox isn’t utilized. If this base level Role is not enabled, a Team will not be able to access the Project, nor will they see the Project name on the Community Homepage.