Managing user access and entitlements is essential for maintaining security and ensuring users have appropriate and relevant access. Effectively configuring user permissions enables precise control over access management.
There are five sections where permissions can be set for user groups: Admin, Resource Pools, Skills Matrices, Assets and Tags.
Admin Section
The Admin section allows you to create and manage user groups with specific entitlements. Selecting a permission grants full access to the corresponding entitlement.
Resource Pools, Skills Matrices, and Assets Sections
These sections provide granular control over user group access to specific categories. You can assign predefined permissions to ensure that each group only has access to the relevant scope of work, preventing unauthorized data sharing between groups.
Important: To assign a permissions to a user group, leave the main permission unchecked in the Admin section. For example, if you have multiple resource pools (e.g., Pool A and Pool B) and want to assign User Group A to Pool A, uncheck the main ‘Resource Pools’ permission and specifically assign Pool A under the Resource Pools section.
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Tag Section
This section enables you to assign either view-only or edit permissions to a user group for each tag.
For complete list of different user permissions details, go to List of User Groups and Permissions.
Toggle between User Groups to choose whether you want to manage permissions for all user groups or just a specific one.
Add a New User Group
Navigate to Settings and under User Management, select User Groups. In the All User Groups section, click on the Admin group. From there, click on ‘Add User Group’ to create a new group.
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Enter a name for the new user group. You can also add an alias/nickname (optional) select the boxes for the permission(s) you want to enable. Click Add to save the group. |
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To review or edit the user permissions:
Note: Any changes made by checking or unchecking the boxes will take effect immediately. |
Set Permissions for Resource Pools
To set permissions for resource pools, use the permissions to grant access to specific resource pools. Click Resource Pools, and select the checkbox next to the resource pool name to allow user groups to perform all tasks related to the selected pool(s) only.
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To provide access to only specific tasks within the pool:
Click the resource pool name to reveal the list of available options. Select the checkbox for the desired permissions for that particular resource pool. Note: Any changes made by checking or unchecking the boxes will take effect immediately. |
Set Permissions for Skills Matrices
Set permissions for skills matrices to grant access to specific matrices. Click Skills Matrices and select the checkbox next to the Skills matrix name to allow users to perform all tasks related to that matrix.
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Click the arrow next to the skills matrix to provide view-only or administer (edit and share) access. Note: Any changes made by checking or unchecking the boxes will take effect immediately. |
Set Permissions for Assets
Set permissions for Assets to grant access to specific Assets.
Click Assets and select the checkbox next to the asset name to allow users to perform all tasks related to that asset.
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Set Permissions for Tags
Set permissions for Project Tags to grant access to each tag.
Click Tags and select the checkbox next to the tag name to allow users to perform all tasks related to that tag.
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Click the tag name to grant a user group view or edit access. |
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