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If you need to specify the roles your employees and customer contacts play in particular projects, you can create project roles.

By default, there are no project roles in the system. Image Removed

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The Project Roles list

To add a project role, click Create on the toolbar. This opens the "Project Role (Create)" dialog box. Image Removed

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The "Project Role (Create)" dialog box

Type a role name in the Description field. Click Save if you want to save the role and add more roles.
Click Save and Close to save the role and close the dialog box.