Permissions for Shells / Projects (Standard)

Member Companies

This setting:

Allows users to:

Add

Add member companies to a project

View

View member companies

Access Control

This setting:

Allows users to:

Modify

Change access control and permissions for users and groups

View

View access control and permissions

User Administration - Users

This setting:

Allows users to:

Add Users

Add project users

Modify Status

Modify user statuses (Active, Inactive, On-hold

Modify Permissions

Change user permission settings

User Administration - Groups

This setting:

Allows users to:

Create

Create new project groups

Modify Permissions

Change group names and permission settings

Modify Properties

Change group names and descriptions

View

View group information

Setup [Business Process All]

This setting:

Allows users to:

Setup

Set up all shell/project-level business processes for operation in Unifier. Clicking All sets the permission level for all BPs listed at the time the permission was granted; does not automatically grant Setup permission to BPs added later.

Setup [Business Process] by name

This setting:

Allows users to:

Setup

Set up specific business processes (click on the BP to grant permissions) for operation in Unifier

Setup [Dashboards]

This setting:

Allows users to:

Setup

Set up specific dashboard

Setup [Gates]

This setting:

Allows users to:

Change Phase

  • Set up the project gates
  • Change statuses

Modify and Refresh

Modify gates setup parameters and refresh validation

Refresh

Refresh gates validation

View

View gates setup parameters

Setup [Planning Manager]

This setting:

Allows users to:

Setup

Set up specific Planning Manager

Setup [Resource Manager]

This setting:

Allows users to:

Modify

Modify the manager setup

View

View the manager setup

Setup [Code-based managers] by name

This setting:

Allows users to:

Setup

Set up the manager for operation in the shell/project

Setup [Code-and-record-based managers] by name

This setting:

Allows users to:

Setup

Set up the manager for operation in the shell/project

Setup [Code-and-record based managers] by [class name]

This setting:

Allows users to:

Setup

Set up the class for operation with the manager in the shell/project

Rules

This setting:

Allows users to:

Create/Modify/View

Create, modify, and view shell/project rules



Last Published Wednesday, April 9, 2025