Modifying roles

You can modify the role definitions for a project area, a team area, or a process template using the process configuration interface or the process configuration. You can add, modify, or remove individual roles for a project or team.

About this task

To modify roles:

Procedure

  1. Open a project area, team area, or process template:
    • Right-click a project area in the Team Artifacts view.
    • Right-click a team area in the Team Organization view.
    • Right-click a template 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 a project area or process template, click the Process Configuration tab.
    • In a team area, click the Process Customization tab.
  4. Click the Roles option and select a role in the Defined Roles list or click the Create a new role button This picture shows the Create a new role icon. in the Defined Roles toolbar.
    • Type an identifier for the role. This ID is used in the process configuration code. If you do not specify a name for the role, it is also used in the Process Roles lists when adding members to a team .
    • Optionally, enter a name for the role. This name is displayed when the role is referenced throughout the user interface.
    • 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.

What to do next

Alternatively, you can edit roles in the XML source code by clicking the Process Configuration Source tab in the Project Area or Process Template editor or the Process Customization Source tab in the Team Area editor. In a role-definition XML element, you can modify the role attributes. The following example shows the role-definitions element in the process configuration XML source code, based on the Scrum process template.

The graphic shows the role-definitions element within the process configuration XML source code.

To modify permissions for a role, see Modifying permissions.


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