Control access by user class

To avoid having to create and assign a lot of similar roles for individual users, give access to applications to whole classes of users whenever possible.

For each application (tasks, documents, file releases, trackers, and discussion forums), you can assign permissions globally based on user type.

For example, if you know that you want all project members to be able to view and submit to all project trackers, set the application's permissions to reflect this. You need to configure these settings only once.

  1. Click PROJECT ADMIN from the Project Home menu.
  2. On the Project Admin page, configure your project access settings and click Next.
  3. On the Edit Default Access Application Permissions page, click the + symbol to expand the section for which you want to assign permissions.
  4. For each application and resource, choose a user type from the drop-down menus.
    • All users of the selected type will have the specified permissions: view, submit/view, or post/view.
    • For discussion forums and trackers, you can also specify submit or post permissions.
    Note: You can specify access to top-level folders, but not to specific subfolders.
    Note: If you want to control access to an application or resource that is not displayed on the Edit Default Access Application Permissions page, you can do so using role-based access control.
  5. Click Finish.