Manage Project Team

Owned by Eric Schullek
Last updated: Nov 08, 2023
2 min read

Overview

This command allows users to manage and edit the members and security of a Project Team.

Using the Manage Project Team Command

  1. Select the + Add member button on the right side.

  1. 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.

Permissions

Permission Name

Description

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.

 

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