Every project has a project team. The Project Team includes internal and external people with various roles. Not everyone on the project team has to have access to everything in the system. Therefore we need to separate the project team from the security. The security determines who has access to the given content. Sometimes security is a subset of the project team (some people from the project team have access) other times, security is a superset (more other internal people (outside) of the project team have access). A project team is the list of people who participate in a project directly or indirectly.
Project Team CSVs support applying security to Z_groups.
| Info |
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Tip: To avoid a timeout, it is recommended to limit the number of users to add to a team to 500 per job. |
Metadata Field | When Required | Supported Values | Description | Example |
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explicitusers | Optional; when setting a Project Team | True | Sets up the team as a project personal team. |
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Optional; when setting a Project Team | False | Sets up the team as a Microsoft Teams public/private team. | ||||
RoleCode | Optional; when setting a Project Team | Text | Sets the code of the role to use in the project.
| ResponsibleAtty |
Sample CSVs
File | Description | ||||||||
| Manages a project team and its members. This sample is using iManage but can be used with other systems. | ||||||||
| Manages a project team and removes a user and group from iManage, with IsPersonalTeam set to 0. | ||||||||
| Manages a project team and adds a user and a group separately to iManage, with IsPersonalTeam set to 0 | ||||||||
| Manages a project team and adds a user and a group separately to iManage, with isPersonalTeam set to 1 | ||||||||
| Manages a project team and adds a user and a group separately to iManage, without IsPersonalTeam value. | ||||||||
| Manages a project team and adds a user and a group to iManage, with IsPersonalTeam set to 0. | ||||||||
| Manages a project team and removes a user and a group from NetDocuments, without IsPersonalTeam value. | ||||||||
| Manages a project team and adds a user and a group to NetDocuments, with IsPersonalTeam set to 0. | ||||||||
| Manages a project team and adds a user and a group to NetDocuments, with IsPersonalTeam set to 1. | ||||||||
| Manages a project team and adds a user and a group to NetDocuments, without IsPersonalTeam value. | ||||||||
| Manages a project team and adds a user and a group to iManage, with IsPersonalTeam set to 1, and ImanageDynamicGroupCreation set to 1. | ||||||||
| Links Teams with a Project Team | ||||||||
| Fileshare Project Team CSVs | ||||||||
| Manages a project team and removes members from FileShare. |
Learn how to create your own CSV/TSV files with a Text Editor or Excel.