Project Team and Security

1 Security
2 Explicit Users
- 2.1 Z Groups

Security

Security allows security parameters to be applied to an item in the Directory and any external system mapped to it.

Open Directory
Browse to an item and click on the name to bring the user into the panel properties.
Click the More Actions menu, and select Security.

If the user doesn’t have the View Project Team Permission, the Project Team tab will be hidden and only the Explicit Security tab will be shown on the security dialog.

Field	Description

Field	Description
Member	Displays the name of the member
Role	Displays the role assigned to the member
Join Date	Displays the date the member was added to the project team
Is Implicit Membership	When a workspace is created via CSV with security, then the value will show is_implicit_membership as true. When this happens, a tooltip will show for the member with the following legend: User was imported into the project team from source system and cannot be deleted. When security is added from UI, then the value will show is_implicit_membership as false.
System	Displays the icon for the associated system.
Allow Access	Displays whether access is allowed for the member or not
Actions	Allows editing the properties of the member

Select the Add Member button on the right side and provide the following information:
Do you want to add a user or group? Select a user (or group if you selected the group option)
Project Role: Adds one of the available project roles to the user or group
Allow project Access- Yes or No. If set to yes, this grants access for the user or group to the project.
Set the Apply to Systems toggle if desired.

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.

Click Save.

You must map the system in CAM in the Administration-> External Systems panel. Otherwise a warning will appear.

Visit the CSV Parameters page for how to use CSVs to update the Security of a project team.

Explicit Users

Clicking the Explicit Security tab allows you to view a list of members with explicit security and add members with explicit security to the access control list (ACL) even if they are not a member of the team.

Select the +Add button on the right side and provide the following information:

Do you want to add a user or group?
Select a user (or group if you selected the group option)
Permission: Select either Allow or Deny.
Security Role: Select the role to be associated with the new user/group
Apply to Systems-
- Turn on the Apply to All toggle to apply to all systems available.
- Otherwise, check each system to which you want to add the user or group with the role.

Learn how to use a CSV file to update and manage the security and roles for a project team.

Security

Explicit Users

Z Groups