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Planview Customer Success Center

Add your role

By default, the title field in Settings is used as the role title in the workspaces of which you are a member.  However, you may change your title if you have different roles in different workspaces. This is particularly useful in project workspaces to state what your responsibilities are in this particular project, for example Tester, Project sponsor, Business analyst or Project manager

To change role title for a specific workspace: 

  1. Go to the Members tool in the workspace. 
  2. Click the link Change role under your name (or click on the role to change an existing one). 
  3. Enter your new role and click Save

 

 


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