Edit Available User Groups to set Permissions

The purpose of this article is to explain how to edit available user groups to set permissions. 

Project permissions across all modules are control against ‘User Groups’. A user can be part of more than 1 user group. Typically, user groups are defined by high level roles on a project i.e. Client Team, General Contractor, Subcontractors.

To view and Edit the copied Groups;

  • Go To SetUp.
  • In the top right hand corner select the Groups icon.

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The resulting pop-up window allows for the following.

  • Groups are displayed and can be updated  / edited.
  • More groups can be added.
  • It is possible to import Groups from other projects you have access to.
  • It is possible to import Groups using an excel import if importing large numbers.

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It is also possible to edit the role permissions on the project here.

  • Select the Group
  • And then select the Details option.
  • All the Group permissions are either set to Yes (Can access) or No (No access).

 

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Next Steps

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