Creating Project Security Profiles
Create a project security profile to determine a user's level of access to each project within the enterprise project structure. A user can only access projects they have been assigned.
To create a project security profile:
- Click the Administer
menu and select User Access. - On the User Access page, click Project Security Profiles.
- On the Project Security Profiles page:
- Click
Add. - In the Profile Name field, double-click and type a unique name.
- In the Description field, double-click and type a description.
- In the Default field, select the option if you want this profile to be the new default.
- Click each detail window and select options to assign privileges to the profile.
Note: Select the Privilege option in the detail window's header to assign all privileges in the window. Clear the Privilege option to disable all privileges in the window.
- Click
Save (Ctrl+S).
Tips
- Provide clear profile names and descriptions to help you manage profiles.
Create a default project profile with few or no privileges.- To save time, consider copying, pasting, and modifying an existing profile: select the closest matching profile and click Copy. All privilege options are also copied. Click in the list and click Paste. The new profile will appear with a unique name based on the original. For example, if you copied PM Set, the copy is named PM Set-1.
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