Project Center Administration Activity Center Permission Sets tab
Use this activity center to create and manage permission sets for all Info Exchange activity centers. Permission sets determine which items are displayed for internal and external project team members for each Info Exchange activity center. The permissions configured here apply to all projects on Info Exchange. After configuring permission sets, you can apply them to users.
1 This activity center is only available to Project Center administrators. Administrators are listed in the Licensing tab. If no administrators are listed, all Project Center users have administrative privileges until the first administrator is added.
1 Switching tabs does not update the information in this activity center. Click the button to get the latest information.
Internal vs. external Info Exchange users
Internal and external users are handled differently on Info Exchange with respect to permission sets. This is how Project Center determine if a user has privileges on a project item:
● For an internal user, check the user's roles; if allowed, also check the permission set.
● For an external user, check the permission set only.
1 External users don’t have roles.
The following list shows all available tasks for the Permission Sets tab. ● Import Permission Sets Click to open the Select Spreadsheet dialog box to select the Microsoft Excel spreadsheet containing the permission sets that you want to import into Project Center. For example, you could use this task to import values that were entered in a spreadsheet to save time instead of manually entering them, as it is generally faster to import values from a spreadsheet. You can access the sample permission sets spreadsheet template supplied with Project Center in its default location on the Project Center Server: C:\Program Files (x86)\Newforma\Tenth Edition\Newforma Project Center Server\SQL\data\Permission Sets.xlsx. ● Export Selected Click to open the Save Template dialog box to save the selected permission sets to a Microsoft Excel spreadsheet to use as a template ● Export Permission Sets Click to open the Save Template dialog box to save all permission sets to a Microsoft Excel spreadsheet to use as a template. ● Access Newforma Support Click to open the Newforma support website. ● Close Administration Console Click to close this activity center and return to the My Project Center activity center. |
Project Center AdministrationPermission Sets for Project Center ActivitiesUse this section to add and edit Info Exchange activity center Modify Project Team Member dialog box. . As an administrator, you can create permission sets and assign them as the default for internal and external project team members for each activity center for all projects on Info Exchange. You can also apply unique permission sets to individual project team members using theNameThe name of each permission set. Each lists contains its own set of permissions for each activity center. You can edit the permissions in a list by clicking Modify to open the Modify Permission Definitions for Set dialog box. DescriptionThe description of the permission set. AddClick to open the Add a Permission Set dialog box to add a new permission set that can be applied to internal or external users. You must then click Modify to configure the permissions for each activity center. After a set is created, you can apply it to internal and external project team members as the default. Add SimilarClick to open the Add a Permission Set dialog box to add a new permission set with the same settings as the one selected that can be applied to internal or external users. You must then click Modify to configure the permissions for each activity center. After a set is created, you can apply it to internal and external project team members as the default. RenameClick to open the Edit a Permission Set dialog box to rename the selected permission set. RemoveClick to remove the selected permission set. You will be prompted before it is removed. 1 Do not remove the Internal User and External User permission sets. Doing so will result in Project Center Server errors. ModifyClick to open the Modify Permission Definitions for Set dialog box to set the permissions for each activity center.
Default Permission SetsAfter you have configured permission sets above, select the permission set from the drop-down list to use to use as the default for internal and external project team members. The list contains the permission sets from the Permission Sets for Project Center Activities section above. Internal UsersSelect the default permission set from the drop-down list to apply to internal Project Center users. External UsersSelect the default permission set from the drop-down list to apply to external Project Center users. Save ChangesClick to save your changes. Permissions chartThe Modify Permission Definitions for Set dialog box displays the settings for each permission set in a chart form. |
To access this activity center
Click Project Center Administration from the Tasks panel of the My Project Center activity center or from the Activities list, then click the Permission Sets tab.