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Creating Global Security Profiles

P6 Setup Tasks > Users and Security in P6 EPPM > Defining Global Security Profiles in P6 EPPM

Create a global security profile to determine user access to application-wide information.

To create a global security profile:

1. Click Administration.
2. On the Administration navigation bar, click User Administration.
3. On the User Administration page, click Global Security Profiles.
4. On the Global 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 each detail window and select options to assign privileges to the profile.
   5. Click Row Actions and click Set As Default if you want this profile to be the new default.

      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.

5. On the Global Security Profiles page, click Save.

Tips

• Provide clear profile names and descriptions to help you manage profiles.
• Create a default global 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

Defining Global Security Profiles in P6 EPPM

Global Privilege Definitions

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Last Published Monday, February 5, 2024