Update the Owning Workspace of Permission Sets
Update the owning workspace to move permission sets to another workspace that you are assigned. If you move the item higher in the workspace hierarchy, the permission set will be available to more workspaces. All child workspaces can access a permission set.
To update the owning workspace of a permission set:
- In the object selector, select a workspace.
- In the sidebar, select Summary & Settings.
- On the Summary & Settings menu, select Permissions, and then select an object.
- On the permission set page, select a permission set.
- Select Manage Shared Data.
- In the Manage dialog box, select a permission set row.
- Select the Context menu, and then select Change Owning Workspace.
- In the Select Workspace dialog box, select the new owning workspace, and select Select.
- Select Save.
- In the Summary & Settings panel, select Close.
Tips
- You can also perform this task from context-specific pages in a workspace.
- Create shells of permission sets and user groups at the root workspace so that they inherit down the hierarchy to child workspaces.
This setting is used in the following apps:
Cost and Funds |
Files |
Portfolio Analysis |
Reports |
Resources |
Risk |
Schedule |
Scope |
Strategic Alignment |
Tasks |
Workflows and Forms |
Last Published Tuesday, May 21, 2024