Assigning Access Rights to Projects

Project-level settings define access rights for all views, child folders, and items in the project. A user will not be able to open a project if you deny any of the following to a user or to all the groups to which the user belongs:

  • The ability to see the project.
  • The ability to see the initial (or root) view of the project.
  • The ability to see the root folder of the initial view of the project.
Note: It is critically important to define a complete set of project-level access rights for all groups with view rights to a project. By default, groups with view rights have complete access to categories that have no rights defined. Therefore, it is best to specify access rights across all project rights for all groups. Any time you create one grant record for a node, you should also create a grant record for that node for every group that will access the project at this level. It is also a good idea to include Administrators on each node. Then if permissions are ignored, an administrator can still change access rights, and so on.
  1. Open the project and select Project > Access Rights . The Project Access Rights dialog box appears.
  2. Select a node. It is best to start with the Project node and work down.
  3. Click Add to add a user or group. The Assign Access Rights To dialog box opens.
  4. Select a user or group. Users are listed by their user names and groups are listed by their position in the group hierarchy, except for the All Users group.
  5. Select the Grant option button.
    Note: Never select the Deny option button unless you are creating an exception.
  6. Click OK.
  7. Select/clear the appropriate check boxes for the user or group.
  8. Repeat steps 3-7 as required for additional nodes