You can add new users to multiple projects at once by adding them to a project template in the User Administration > Users module. When adding new users to a project, you can assign individual permissions directly to a new user, or add the user to a group to apply group permissions.
The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.
Some notes about updating users
- Users are identified by their unique User ID.
- Any Active, Inactive or On-hold users can be pushed.
- If the user does not already exist in the project, the user will be added to the project with the permission settings and group membership.
- If the user already exists in the project, the user information is updated (replaced) with the user information as entered in the project template. This includes permission settings and group membership.
- If a group that the user was added to doesn’t already exist in the project, the group will be added, and the user will be added to the group. Group permissions are not updated; this is done by updating groups.
- If the group already exists, the user will be added to it. Group properties and permissions will not be affected.
To add or update users using Update Project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.
- In the Project Template, go to the User Administration > Users log.
- Add a user to the project template, or select a user to edit. Define user parameters and assign permissions.
- Select one or more users in the Users log.
- Click the Update Projects button and choose one of the following:
- Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
- All Projects: updates all active and on-hold projects
- History: allows you to view the update history from past updates or cancel a request before the update begins.
An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.
- Click Yes if you want to proceed with the update, or No to cancel.