Projects → User Actions → Manage Items → Role Assignments

Role Assignments

You can make role assignments for a user and/or a security group while you are creating a new item.

Adding a role assignment

A role assignment is a way to grant to a user and/or a security group permission to access any individual item in the item hierarchy, including all of its associated data and any of a child item.

To add a role assignment
  1. Open the Properties dialog box for an item, an item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Add.
  5. Click Save.

Clearing a role assignment

You can clear any role assignment. Clearing a role assignment will prevent users and/or security groups from being able to edit information in any child item; however, users and/or security groups will always be able to view data in a child item if they have permission to view its parent.

To clear a role assignment
  1. Open the Properties dialog box for an item, an item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Clear.
  5. Click Save.

Deleting a role assignment

If you are not using a role assignment, you can delete it (though it may be better to clear it).

To delete a role assignment
  1. Open the Properties dialog box for an item, an item template, a resource, or a resource team.
  2. Select the property under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, select a security role and click Delete.
  5. Click Save.

Editing a role assignment

You can modify a role assignment.

To edit a role assignment
  1. Open the Properties dialog box for an item, an item template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.
  4. From the Group / User drop-down, make your changes.
  5. Click Save.

Removing a security role assignment for an item

You can remove a security role assignment made to an item. Select an item, view its properties, and then remove the role assignment.

To remove a security role assignment for an item
  1. Open the Projects module.
  2. In the item tree, select an item, right-click and choose Properties.
  3. Select the under Role Assignments tab.
  4. Select the role that you want to remove and click Remove.
  5. Click OK.

Viewing a role assignment

A role assignment determines who can access an item.

To view a role assignment
  1. Open the Properties dialog box for an item, an witem template, a resource, or a resource team.
  2. Select the under Role Assignments tab.
  3. Choose the Simple or Advanced tab.

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