{"id":15671,"date":"2024-07-15T14:32:53","date_gmt":"2024-07-15T06:32:53","guid":{"rendered":"https:\/\/wsh-peer.com\/docs\/uncategorized\/how-to-setting-up-the-project-roles\/"},"modified":"2024-07-15T14:32:53","modified_gmt":"2024-07-15T06:32:53","password":"","slug":"how-to-setting-up-the-project-roles","status":"publish","type":"docs","link":"https:\/\/www.wsh-peer.com\/en\/docs\/project-setup\/how-to-setting-up-the-project-roles\/","title":{"rendered":"How to Setting up the Project Roles"},"content":{"rendered":"<div><\/div>\n<div><span style=\"font-size: 14pt; color: #000000;\">PEER provides module to customize PEER users with user roles on the real site location.\u00a0Following the steps to set up the Project Roles:\u00a0\u00a0Login to PEER as an Administrator user. Click on\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Data Setup<\/span>\u00a0&gt;\u00a0<span style=\"box-sizing: border-box; font-weight: bolder;\">Project Roles<\/span><\/span><\/div>\n<div><\/div>\n<div><\/div>\n<div><span style=\"color: #000000; font-size: 14pt;\">On the\u00a0<\/span><span class=\"sty__6rzu0q__cls\" style=\"color: #000000; font-size: 14pt;\">Project Role Management<\/span><span style=\"color: #000000; font-size: 14pt;\">\u00a0page, the user will able to\u00a0<\/span><span class=\"sty__0hitp9__cls\" style=\"color: #000000; font-size: 14pt;\">Add<\/span><span style=\"color: #000000; font-size: 14pt;\">\u00a0<\/span><span class=\"sty__07mtzy__cls\" style=\"color: #000000; font-size: 14pt;\">a<\/span><span style=\"color: #000000; font-size: 14pt;\">\u00a0<\/span><span class=\"sty__2ry742__cls\" style=\"color: #000000; font-size: 14pt;\">new<\/span><span style=\"color: #000000; font-size: 14pt;\">\u00a0role (<\/span><span class=\"sty__jhhfp5__cls\" style=\"color: #000000; font-size: 14pt;\">a<\/span><span style=\"color: #000000; font-size: 14pt;\">),\u00a0<\/span><span class=\"sty__54flc7__cls\" style=\"color: #000000; font-size: 14pt;\">Edit<\/span><span style=\"color: #000000; font-size: 14pt;\">\u00a0(<\/span><span class=\"sty__jwzwa6__cls\" style=\"color: #000000; font-size: 14pt;\">b<\/span><span style=\"color: #000000; font-size: 14pt;\">), and\u00a0<\/span><span class=\"sty__8cqepe__cls\" style=\"color: #000000; font-size: 14pt;\">Remove<\/span><span style=\"color: #000000; font-size: 14pt;\">\u00a0the existing roles (<\/span><span class=\"sty__tvn2rs__cls\" style=\"color: #000000; font-size: 14pt;\">c<\/span><span style=\"color: #000000; font-size: 14pt;\">).\u00a0\u00a0<\/span><\/div>\n<div>\n<div>\n<div><span style=\"font-size: 14pt; color: #000000;\"><img decoding=\"async\" class=\"sty__4654gg__cls\" src=\"https:\/\/desk.zoho.com\/galleryDocuments\/edbsna149cbfee93694999f71ccc1400180f1c94feaeea272138e2d7df7365b35f2785d3eb4ecf3b98e3015acc662f9324d5e?inline=true\" \/><\/span><\/div>\n<div><\/div>\n<div><\/div>\n<p><span style=\"font-size: 14pt; color: #000000;\">To add a new role, the user needs to fill in the and role name, then select the permission\u00a0of the new role. Following the explanation for the permission\u00a0:\u00a0<\/span><\/p>\n<ul class=\"sty__ikint4__cls\">\n<li class=\"sty__5a3u5l__cls\"><span style=\"font-size: 14pt; color: #000000;\">Vendor available? : this role is to set the new role as vendor\/subcontractor user only.<\/span><\/li>\n<li class=\"sty__kssvs9__cls\"><span style=\"font-size: 14pt; color: #000000;\">Allow Revoke: this permission\u00a0is for setting up the user who able to do Revoke of the form.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<div><span style=\"font-size: 14pt; color: #000000;\"><img decoding=\"async\" class=\"sty__h82ojf__cls\" src=\"https:\/\/desk.zoho.com\/galleryDocuments\/edbsn8b189f638da855e9e2516807c3cf2140ed12397eacae133b6e6d8db70f839af6a0e84e9432404120fb414f4725a44bd3?inline=true\" \/><\/span><\/div>\n<p><span style=\"font-size: 14pt; color: #000000;\">After all of the requirements are filled up, then press on\u00a0<span class=\"sty__x72gb2__cls\">SAVE<\/span>\u00a0to save the new role.<\/span><\/p>\n<h2 id=\"Please_Note\" class=\"toc_anchors sty__wvuqt1__cls\"><span class=\"sty__283xye__cls\" style=\"font-size: 14pt; color: #000000;\">Please Note:<\/span><\/h2>\n<ul class=\"sty__8icak4__cls\">\n<li class=\"sty__zdmk1w__cls\"><span class=\"sty__yf51iy__cls\" style=\"font-size: 14pt; color: #000000;\">Do not delete the project role that is being applied to the form workflow, this will cause an error in the form.<\/span><\/li>\n<li class=\"sty__aeudz2__cls\"><span class=\"sty__pvjyon__cls\" style=\"font-size: 14pt; color: #000000;\">Do not rename the project role while the project role is still being applied to the workflow form. This can cause confusion for other users because the project role name and workflow form do not match.<\/span><\/li>\n<li class=\"sty__0rbeit__cls\"><span class=\"sty__ddaj3g__cls\" style=\"font-size: 14pt; color: #000000;\">Even though it is checked, the &#8220;Vendor available&#8221; can also be used for maincon users. But it would be better to separate project roles on maincon and subcon. Example: Applicant (maincon) and Subcon Applicant (subcon)<\/span><\/li>\n<\/ul>\n<\/div>\n<div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>PEER provides module to customize PEER users with user roles on the real site location.\u00a0Following the steps to set up the Project Roles:\u00a0\u00a0Login to PEER as an Administrator user. Click on\u00a0Data Setup\u00a0&gt;\u00a0Project Roles On the\u00a0Project Role Management\u00a0page, the user will&#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"footnotes":""},"doc_category":[141],"doc_tag":[],"class_list":["post-15671","docs","type-docs","status-publish","hentry","doc_category-project-setup"],"acf":[],"year_month":"2026-04","word_count":236,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Malik Alamsyah","author_nicename":"malik","author_url":"https:\/\/www.wsh-peer.com\/en\/author\/malik\/"},"doc_category_info":[{"term_name":"Project Setup","term_url":"https:\/\/www.wsh-peer.com\/en\/docs-category\/project-setup\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs\/15671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/comments?post=15671"}],"version-history":[{"count":0,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/docs\/15671\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/media?parent=15671"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/doc_category?post=15671"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.wsh-peer.com\/en\/wp-json\/wp\/v2\/doc_tag?post=15671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}