Creating Project Security Profiles

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:
1. Click Add.
2. In the Profile Name field, double-click and type a unique name.
3. In the Description field, double-click and type a description.
4. Click Row Actions and click Set As Default if you want this profile to be the new default.
5. 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 clickRow 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.

Related Topics