Roles on projects
Creating and managing custom roles within a project
Arnaud Z avatar
Written by Arnaud Z
Updated over a week ago

Projects can have custom roles set for employers who join the project to control which functionality they will have access to. This can be helpful when inviting people such as employees, tutors, or mentors to an project to help with its management.

Creating a role

To create a role for a project:

  1. Navigate to your project

  2. Click on the "Settings" tab on the project page

  3. Click on "Roles" below the "Members" group of the available settings

  4. Click on the "New" button

Riipen provides default roles for projects which cannot be modified. You will always see this in your roles list and all users who join your project will by default be placed into one of these roles.

Now simply fill in the form providing a role name and the permissions you wish to apply. Available permissions are:

Name

Description

Feedback

The ability to create feedback authored by the project and respond to feedback received by the project

Match Requests

The ability to read, create, and update match requests for the project

Members

The ability to invite and manage members and Learners of the project

Notifications

The ability to receive notifications sent to the project

Roles

The ability to create and update custom roles for the project

Teams

The ability to manage teams of learners for the project

Now simply click "Submit" to finish creating your role.

Editing a role

To create a role for an experience:

  1. Navigate to your project

  2. Click on the "Settings" tab on the project page

  3. Click on "Roles" below the "Members" group of the available settings

  4. Click on the the role you wish to edit

  5. Click on the "Edit" button

Make any modifications you wish to make and then click "Submit" to finish editing your role.

Editing a role with change the associated permissions for any user which is assigned to that role currently.

Deleting a role

In order to delete a role, you must first migrate all users currently assigned to that role to a different role.

To delete a role for an experience:

  1. Navigate to your project

  2. Click on the "Settings" tab on the project page

  3. Click on "Roles" below the "Members" group of the available settings

  4. Click on the the role you wish to edit

  5. Click on the "Delete" button

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