Overview
This command allows users to manage and edit the members and security of a Project Team.
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Using the Manage Project Team Command
Select the + Add member button on the right side.
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Provide the following information:
Do you want to add a user or group?
Select a user (or group if you selected group)
Project Role: Adds one of the available project roles to the user or group
Allow project Access: Yes or No
Apply to Systems: Check the apply to all sliders to apply to all systems available. Otherwise, check each system to which you want to add the user or group with the role.
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You must map the system in CAM in the Administration-> External Systems panel. Otherwise, a warning will appear. |
Permissions
Permission Name | Description |
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View Matter Security | Can view the team matter security. Can view the Explicit Security Tab. Can view the Action menu |
Edit Matter Security | Can edit the team matter security. Can view the Explicit Security Tab. Can view the Action menu. Can Add Explicit Security, . Can edit and delete Explicit Security. |
View Project Team | Can view the project team. Can view the action menu. Can view the Project Team tab. Can add a member to the team. |
Edit Project Team | Can edit and setup set up the project team. Can view the action menu. Can view the Project Team tab. Can add a member to the team. Can edit or delete members or project teams. |
Use
Select the + Add member button on the right side.
...
Provide the following information:
Do you want to add a user or group?
Select a user (or group if you selected group)
Project Role: Adds one of the available project roles to the user or group
Allow project Access- Yes or No
Apply to Systems-
Check the apply to all sliders to apply to all systems available.
Otherwise, check each system you want to add the user or group to with the role.
...
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