Permission tab versus access control

There are two ways to control permissions and access to Primavera Unifier features and records: Access Control and the Permissions tab. Both of these will allow you to manage permissions. See below to help you decide which to use.

Access Control

Access Control displays the permissions granted to all users and groups per module. It allows you to quickly see which users and groups have access to each module and at what permission setting.

You can add, remove or adjust permissions for multiple users or groups at once, rather than editing the properties for each user or group individually. For example, if you need to grant access permissions to a newly setup business process, or want to verify that all team members have access to a new feature, it may be easier to do this in Access Control rather than opening each individual group or user record.

You can also generate and print an Access Information table summarizing permission settings.

Permissions tab

You can manage individual user or group permissions in the Permissions tab, which is part of the Properties window for the user or group record. Use the Permissions tab to quickly view or adjust permission settings for a particular user or group.

The Permissions tab also enables access to permission templates. You can copy a permission template to quickly set up the permissions for a new user or group; you can also save an existing user or group’s permission settings as a new template for later use.

See "Edit user permissions (Permissions tab)" or "Edit group permissions (Permissions tab)".

 

 

 

 


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