Create a project security profile to determine a user's level of access to each project within the enterprise project structure. A user can only access projects they have been assigned.
To create a project security profile:
- Click Administration.
- On the Administration navigation bar, click User Administration.
- In the User Administration pane, click Project Security Profiles.
- On the Project Security Profiles page:
- Click Add.
- In the Profile Name field, double-click and type a unique name.
- In the Description field, double-click and type a description.
- Click Row Actions and click Set As Default if you want this profile to be the new default.
- Click each detail window and select options to assign privileges to the profile.
Note: Select the Privilege option in the detail window header to assign all privileges in the window. Clear the Privilege option to disable all privileges in the window.
- Click Save.
Tips
- Provide clear profile names and descriptions to help you manage profiles.
- Create a default project profile with few or no privileges.
- To save time, consider copying, pasting, and modifying an existing profile: select the closest matching profile and clickRow Actions and click Duplicate. All privilege options are also duplicated. The new profile will appear with a unique name based on the original. For example, if you duplicated PM Set, the duplicate is named PM Set-1.