Granting Project access and Roles to User Groups

Overview

You can include User Groups as Team Members in various Projects in TopTeam.

You can assign different Roles to a User Group in multiple Project(s) either one-by-one or simultaneously using Grant Project Access Wizard.

This article describes the procedure to include a User Group in Project(s) and assign Roles to it using Grant Project Access Wizard.

Who should read this?

  • TopTeam Administrators
  • Project Managers
  • TopTeam Users

Step 1. Open the Administration section

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Step 2. Click Configure System Security

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Step 3. Click Manage User Groups

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Step 4. Manage User Groups editor opens

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Step 5. Grant Project Access Wizard opens. Select a group.

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Step 6. Select the Project(s) to grant and revoke access for the selected User Group

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NOTE: Once the User Group is added as a Team Member to a Project, all the group members automatically become the Team Members of that Project. The roles/permissions that are granted to the User Group will be available to all the users in that User Group.

Step 7. Choose an appropriate method to grant permissions in the Projects

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  1. One-by-one for each Project: Choose this option when you want to grant permissions to the User Group one-by-one in each Project. You can grant DIFFERENT permissions in each Project.
  2. Bulk Edit – Simultaneously in all Projects where the User Group is a Team Member: Choose this option when you want to grant SAME permissions to the User Group in ALL the selected Projects.

Step 7.1. Grant or revoke Roles to/from User Group using the "One-by-one for each Project" option

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Similarly, you can grant various Roles to the selected User Group in other Projects. For further steps, refer to the Step no. 8 of this article.

For information on how to grant permissions to Roles, refer to the article Granting Privileges to Roles.

Step 7.2. Grant or revoke Roles to/from User Group using the "Bulk Edit – Simultaneously in all Projects where the User Group is a Team Member" option

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Step 8. View permissions granted to the Roles

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Step 9. View Action Summary

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Step 10. Click Finish

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You can also view members added to the User Group from Project editor

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Revised: November 13th, 2018