Update access control

You can edit access control parameters and update across projects.

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.

Notes:

To update access control using Update Project

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates>Projects (Standard) in the left Navigator. Open the project template to update.
  3. In the Project Template, navigate to Access Control and assign user or group permissions to the modules as needed.
  4. Click the Update Projects button. The Update Projects window opens, displaying the list of modules for which the access control settings can be updated.
  5. Select the module(s) that you wish to update, click Update Projects 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.

  6. Click Yes if you want to proceed with the update, or No to cancel.


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Last Published Monday, October 4, 2021