Specifying User Role Project Management Access

When you specify project management access for a user role, you determine access rights for the role to a CRE project or group of projects.

Note

You must have Modify Roles permissions to specify project access for a user role. Refer to Adding and Maintaining Users and Access Rights for more information.

To specify CRE project access for a user role, follow these steps:

1. Go to Roles.

2. In the Database field, select the database that contains the role for which you want to specify project access.

Note

If you only have access to one database, it is selected by default.

3. In the left panel, select the role for which you want to specify project access.

4. In the right panel, click Project Management Access.

5. Clear the Global Access check box.

6. In the Assign by field, select the level of CRE project access from the following options:

▪ TB_PR_PROJECT—Project

▪ TB_PR_PROJGRP—Project group

7. To filter or sort the projects by current access level, project or group ID, or description, use the filter fields in the header row of the grid. For example, to see projects to which the role currently has view-only access, select VIEW in the Access filter field.

8. Use the information in the following list to continue.

Note

The following list describes specifying CRE project management access at the project management level. However, you can also specify CRE project management access at the Project Groups level.

Role Access Option	Action
Full access to all projects	In the header row, select the FULL check box. The access type for all projects in the grid will be set to FULL.
View-only access to all projects	In the header row, select the VIEW check box. The access type for all projects in the grid will be set to VIEW.
No access to all projects	In the header row, select the NOACCESS check box. The access type for all projects in the grid will be set to NOACCESS.
Full access to selected projects	Select the check box in the FULL column for each project to which you want the role to have full access.
View-only access to selected projects	Select the check box in the VIEW column for each project to which you want the role to have view-only access.
No access to selected projects	Select the check box in the NOACCESS column for each project to which you want the role to have no access.

9. Click Save.