Configure a specific team role page for Projects in InSite/OutSite

As Site manager, you can configure and maintain a specific project page for each team role in InSite and/or OutSite. You use a specific team role page to specify the project data that should be visible in InSite and/or OutSite for team members with this role.

If you do not create a specific team role page, InSite and/or OutSite displays the default project page with the basic information for the team role.

Description

For each team role, you specify whether you want a specific team role page for InSite and/or OutSite for this role.

You can then configure the specific page by logging on to InSite/OutSite as the site manager and opening the specific team role page and customising it.

Perform these steps for all team roles you want to set up a specific team role page for.

Procedure
  • Set up a specific team role page for Projects in InSite

    For each team role, you specify whether you want a specific team role page for InSite and/or OutSite for this role. If you do not set this for a team role, InSite and/or OutSite shows the default project page with basic information for this team role.

  • Maintain a specific team role page in InSite

    You can customise the specific team role page to suit your preferences and maintain it in InSite and/or OutSite if you have this team role in a (test) project. You open this page from Site management by opening the (test) project in which you have this team role.