The security framework in Strategy Roundtable™ requires that a user must be granted the role of Project Owner for a particular business unit in order to create or edit projects in that business unit.

To assign a role to a Strategy Roundtable™ user:

1. Select Master Tables/Roundtable Users from the Menu.
2. Add (Actions/Insert Entry from the Menu or the 3rd icon from the left on the toolbar) one or more users in addition to the existing Roundtable Administrator entry if you have not already done so. Be sure to save (File/Save or the left-most icon on the toolbar) after entering new users.
3. Next select Actions/User Role Assignment from the Menu (or the 4th icon from the left).
4. In the lower left is a list of the available business units (close the Outliner and select File/Organization Maintenance from the Menu to add new ones) and the lower right is a list of the available User Roles. Select a combination of business unit(s) and User Roles to assign to the current individual (listed in the title of the Role Assignment pop-up window).
5. Remember that only users assigned the User Role of Project Owner for a business unit may create projects for that business unit. If no one is assigned the role, then no projects can be created - in that business unit.
6. Select OK.
7. Select File/Save from the Menu to save the updated information and close the Maintain Roundtable Users window.

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