how to manage roles - leads tab

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

how to create a lead role

To create a new lead role:

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

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

how to edit a lead 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 Lead Role table.

how to deactivate a lead role

To deactivate a lead role:

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

The role is hidden from the Lead 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 lead role

Previously deactivated lead 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 Lead Role Creator opens.
6. Click REACTIVATE.
7. In the confirmation pop-up, click YES, REACTIVATE ROLE.

The role reappears in the Lead Role table and becomes available for use.