roles - projects tab

The PROJECTS tab serves as the central hub for managing all project roles within Neostella’s Cases workspace. Administrators can create new project roles through the Projects Role Creator, giving each role clearly defined responsibilities and permissions. 

access the project tab

To access the PROJECTS tab:

1. Log in to Neostella.
2. Open the Control Center.
3. Click Access.
4. Click Roles.
5. Click the PROJECTS tab.

projects tab dashboard

The Roles dashboard provides a structured overview of all configured roles. It includes the following components:

+ new project role button

The + NEW PROJECT ROLE button is used to create new project role records. Selecting this button opens the Project Role Creator, where administrators define:

• Role Name.
• Description.
• User Type.
• Project Type.
• Tags (if applicable).

This is the entry point for creating new project roles in Neostella.

project roles creator

The Project Role Creator is the creation panel for project role records. 

It opens after selecting + NEW PROJECT ROLE or clicking on an existing project. Within the Project Role Creator, admins can:

• Create new role records.
• Edit existing roles.
• Assign the project role to a specific User Type.
• Assign the project role to a specific Project Type.
• Review role metadata and activity information.

Changes made in the editor are reflected immediately in the Roles table.

toolbar

The toolbar in Roles provides tools to customize how role data is displayed and managed. From this area, admins can:

• Show or hide table columns.
• Apply filters to narrow results.
• Adjust row density to control visible data.
• Export the current view to a CSV file.
• Search for specific roles using the search bar.

These tools help administrators efficiently manage roles as the number of records grows.

roles table

The Roles table displays all role records as individual entries. Each row represents a single role.