This command allows users to manage and edit the members and security of a Project Team.
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 to which you want to add the user or group with the role.
You must map the system in CAM in the Administration-> External Systems panel. Otherwise, a warning will appear. |
Permission Name | Description |
|---|---|
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 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. |