Creating and modifying roles

You can modify the role definitions for a project area, team area, or process template using the process configuration interface. You can also add, modify, or remove individual roles for a project or team.
To modify or create roles:
  1. Open a project area, team area, or default process by doing one of the following:
    • Right-click the project area in the Team Artifacts view.
    • Right-click the team area in the Team Organization view.
    • Right-click the default process template for that project or team area in the Process Templates view.
  2. Click Open. The project area, team area, or process template opens in the editor view.
  3. Do one of the following actions:
    • In the project area or process template, click the Process Configuration tab.
    • In the team area, click the Process Customization tab.
  4. Click Roles and select a role in the Defined Roles list or click Create a new role in the Defined Roles toolbar.

    The predefined roles for the supplied Quality Manager project are architect, testlead, tester, testmanager, and labmanager.

    • Type an identifier for the role. This ID is used in the process configuration code and in the Process Roles lists when you add members to a team.
    • To restrict the role to one team member, set the Cardinality attribute to single.
    • To make the role available to more than one team member, set the Cardinality attribute to many.
    • To edit the role description that is displayed when assigning roles within teams, modify the Description text.
  5. Click Apply Changes and Save.

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