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Create and Manage Project Groups

Groups are a way to collect Users together so that adding new team members to the project and assigning permissions can be done quickly and efficiently. For example, groups can be members of the same project team, and/or they can be users who share the same access privileges. At the company level, groups can span projects. At the project level, all members of a group are members of a given project. Different members of a project may have different access to Unifier functionality, depending on their role on the project.

For example, a Finance person might require access to cost modules and reports dealing with finances, but not RFIs or Transmittals and their associated reports. An Executive might require access to Summary financial information, and not the cost BPs.

As users are added to a Group, they will inherit the Group’s permissions. If they are in more than one group, then the highest level of permissions granted in any group for a module will prevail. Permissions are described in the Unifier and uDesigner Reference Guide.

When adding users to the group, you can choose eligible users from the sponsor company and any partner company users. The company short name will be listed in the User Picker window next to each user.

Company level groups cannot be copied into a project.

To create a new group

1 Go to the Company workspace tab and switch to Admin mode.
2 Click Company Sponsored Projects > [project] > User Administration>Groups in the left Navigator. The Groups log opens.
3 Click New. The Groups window opens.
4 Complete the General tab:
• Group Name: Enter a name for the group
• Manager: Click Select and select a user from the User Picker window. This is the person who will be responsible for administering the group.
• Description: Enter an optional description for the group.
5 Click the Members tab. This is where you add and manage group membership.
a Click Add.
b From the User/Group Picker, select the users to add to the group and click Add.
c Click OK.
6 Click the Permissions tab. In this tab, you manage group permission settings. If a user is a member of the group, the user will inherit all group permissions.

Granting permissions to the group is similar to granting permissions to individual users. Choose the project-related permissions for the group that will apply to all members assigned to this group. Choose permissions by module and mode.

7 In the Custom tab, you can view available custom attributes that may have been added to the group form.

To edit group information

1 Go to the Company workspace tab and switch to Admin mode.
2 Click Company Sponsored Projects > [project] > User Administration>Groups in the left Navigator. The Groups log opens.
3 Select a group and click Open, or double-click the selected group. The Groups window opens.
4 Make changes as necessary and click OK.

 

 

 

 

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