how to manage roles - project tab

This article explains how to create, edit, deactivate, and reactivate project roles within Neostella. Roles allow administrators to define structured participation types that can later be assigned within projects.

how to create a project role

To create a new project role:

1. In the Roles tool, click the + NEW PROJECT ROLE button.
   The Project Role Creator opens.
2. Enter a Name.
3. Enter a Description.
4. Select a User Type.
5. Select a Project Type.
6. Assign Tags.
7. Click CREATE.

Once created, the role becomes available for use within project assignments.

how to edit a project role

To edit an existing role:

1. In the Name column, locate a project role to edit.
2. Click the role name.
   The Project Roles Creator opens.
3. Update the role details as needed.
4. Click SAVE.

Changes are applied immediately and reflected in the Project Role table.

how to deactivate a project role

To deactivate a role:

1. In the Name column, locate the role you want to deactivate.
2. Click the role name.
   The Project Role Creator opens.
3. Click DEACTIVATE.
4. In the confirmation pop-up, click YES, DEACTIVATE ROLE.

The role is hidden from the Project Roles table and is no longer available for active assignment. However, users already playing that role in projects will still have it.

how to reactivate a project role

Previously deactivated project roles can be reactivated at any time. To reactivate a role:

1. Click the Filter button .
2. In Column, select Active.
3. In Operator, select is.
4. In Value, enter No.
5. In the Name column, click the role name.
   The Project Role Creator opens.
6. Click REACTIVATE.
7. In the confirmation pop-up, click YES, REACTIVATE ROLE.

The role reappears in the Project Roles table and becomes available for use.