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. Selecting 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 (select 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