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Assign User Access

Companies and Users > Users Overview > Manage Access

You can assign a user access to all projects, portfolios, workspaces, ideas, and programs from the Manage Access panel. When a user is assigned access to an object, the permission sets chosen will determine what privileges a user has for that object. Users will gain access to the object as soon as the assignment is added. You must be an application administrator to access the Manage Access panel.

When you add access to an object from the Manage Access panel, the access type will be User.

To assign user access:

1. In the object selector, select  Global Admin.
2. In the sidebar, select  Users.

   Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

3. On the Users page, select the  Context menu for a user row, and then select Manage Access.
4. In the Manage Access panel, select the Projects, Portfolios, Workspaces, Ideas, or Programs tab.
5. On the tab, select Assign.
6. In the Assign dialog box, select an object from the Available list and then select  Move Right to move it to the Selected list.
7. Select Next.
8. In a Permission Set column for each Permission Type, select a permission set.

   Some permission sets may be required in order to assign the access.

9. Select Assign.

   Note: If a user has gained access to a project, portfolio, idea, or program through both a user access and a workspace assignment, the Access Type on the Manage Access panel will say User.

Tips

• There are two permission sets provided by the application that you can assign to users and user groups:
  • The Administrator (System) permission set has all privileges assigned. It grants all functionality for an object as well as access to all of the object's data. It also grants the ability to edit the user and user group security for that object.
  • The View Only (System) permission set provides read-only access to objects and their data. The View Only (System) permission set for a project, portfolio, or program does not include access to cost or financial information.

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Last Published Monday, June 24, 2024