Managing permissions and access control

Permissions can be set at the company level, program level, or project and shell level. This section discusses managing company level permissions.

About Permissions and Maintenance Management

There are specific permissions that pertain only to Maintenance Management. These permissions are listed at the bottom of the Access Control under Application Modules > Maintenance Management. Set these permissions only if you are an Administrator assigning roles to Maintenance Management users. See the Maintenance Management Guide for details.

Company level permissions can be set on company, program, shell, and project level functions. Changes to program and project or shell level permission settings made here will take affect for new programs and projects or shells to which users will be assigned. These settings can be overridden by adjusting specific permissions at the program or project or shell.

About Permissions

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Permissions are granted to users to allow them access to Primavera Unifier features. Specific permission settings are described in the Primavera Unifier and uDesigner Reference Guide.

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A user can be granted permissions individually, or can inherit them from the group(s) to which the user belongs.

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If a user is in more than one group, then the highest level of permissions granted in any group for a module will prevail.

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Users can be granted individual permissions in addition to group permissions. If user-level and group-level permissions are different for a module, the highest level will be granted to the user.

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If you grant permissions to project or shell level User Mode features from the company-level Permissions tab, the new permission settings will take effect on future projects or shells the user is assigned to, but not on current projects or shells. To grant permissions to a user for a current project, be sure to change the permissions from the project or shell level user record.

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Permissions in a project or shell template from which the project or shell is created override Company level permissions.

Permission tab versus access control

Edit user or group permissions using Access Control

Create or edit a permission template

Generate and print an Access Information report

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