Once you've added phases and services to the scope, you can begin assigning roles to each service to add team member responsibilities to your project.

Hover over the service you want to assign. You'll notice a yellow edit bar appear.

Click the avatar icon and search for a role within the dropdown menu. Click on it to add it to your scope.

*Note: You'll be able to designate a teammate to the role in the "Manage" section of the platform.

Can't find the right role to assign?

Use this form to request that a role be added to the platform.


Still have questions? We're happy to help!

Contact us at [email protected]

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