{"id":47863,"date":"2019-07-17T06:11:18","date_gmt":"2019-07-17T13:11:18","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=47863"},"modified":"2019-07-17T06:11:18","modified_gmt":"2019-07-17T13:11:18","slug":"granting-project-access-and-roles-to-user-groups","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/47863\/granting-project-access-and-roles-to-user-groups\/","title":{"rendered":"Granting Project access and Roles to User Groups"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview <\/h3>\n<div class=\"StepInstructions\">\n<p>You can include <strong>User Groups<\/strong> as Team Members in various Projects in <strong>TopTeam<\/strong>.<\/p>\n<p>You can assign different <strong>Roles<\/strong> to a <strong>User Group <\/strong>in multiple Project(s) either one-by-one or simultaneously using <strong>Grant Project Access Wizard<\/strong>.<\/p>\n<p>This article describes the procedure to include a <strong>User Group<\/strong> in Project(s) and assign <strong>Roles <\/strong>to it using <strong>Grant Project Access Wizard<\/strong>.\n <\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Administrators<\/li>\n<li>Project Managers<\/li>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Open the Administration section<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538043921389.png\" width=\"340\" height=\"289\" alt=\"media_1538043921389.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Click Configure System Security<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542110041726.png\" width=\"692\" height=\"304\" alt=\"media_1542110041726.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Click Manage User Groups<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542110284395.png\" width=\"718\" height=\"340\" alt=\"media_1542110284395.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Manage User Groups editor opens<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1542110557851.png\" width=\"800\" height=\"381\" alt=\"media_1542110557851.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Grant Project Access Wizard opens. Select a group.<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538046169609.png\" width=\"766\" height=\"631\" alt=\"media_1538046169609.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Select the Project(s) to grant and revoke access for the selected User Group <\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538046616306.png\" width=\"766\" height=\"631\" alt=\"media_1538046616306.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong><font color=\"#000000\">NOTE: Once the<i> User Group<\/i> 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<i> User Group<\/i> will be available to all the users in that <i>User Group<\/i>.<\/font><\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Choose an appropriate method to grant permissions in the Projects<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538047476290.png\" width=\"767\" height=\"631\" alt=\"media_1538047476290.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<ol>\n<li><strong>One-by-one for each Project<\/strong>: Choose this option when you want to grant permissions to the<strong> User Group<\/strong> one-by-one in each Project. You can grant DIFFERENT permissions<font color=\"#000000\"> in each Project.<\/font>  <\/li>\n<li><strong>Bulk Edit &#8211; Simultaneously in all Projects where the User Group is a Team Member<\/strong>: Choose this option when you want to grant SAME permissions to the <strong>User Group<\/strong> in ALL the selected Projects.<\/li>\n<\/ol>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7.1. Grant or revoke Roles to\/from User Group using the &quot;One-by-one for each Project&quot; option<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538054935898.png\" width=\"766\" height=\"631\" alt=\"media_1538054935898.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>Similarly, you can grant various <strong>Roles <\/strong>to<strong> <\/strong>the selected <strong>User Group<\/strong> in other Projects. For further steps, refer to the <i>Step no. 8 <\/i>of this article.<\/p>\n<p>For information on how to grant permissions to <strong>Roles<\/strong>, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1953\/granting-privileges-to-roles\/\" target=\"_blank\">Granting Privileges to Roles<\/a>. <\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7.2. Grant or revoke Roles to\/from User Group using the &quot;Bulk Edit &#8211; Simultaneously in all Projects where the User Group is a Team Member&quot; option<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538140852816.png\" width=\"766\" height=\"631\" alt=\"media_1538140852816.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 8. View permissions granted to the Roles<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538141432604.png\" width=\"766\" height=\"891\" alt=\"media_1538141432604.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 9. View Action Summary<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538116907472.png\" width=\"766\" height=\"631\" alt=\"media_1538116907472.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 10. Click Finish<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538117099779.png\" width=\"766\" height=\"631\" alt=\"media_1538117099779.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">You can also view members added to the User Group from Project editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/07\/media_1538549439743.png\" width=\"800\" height=\"702\" alt=\"media_1538549439743.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/47466\/creating-user-groups-in-topteam\/\" target=\"_blank\"><u>Creating User Groups in TopTeam<\/u><\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: November 13th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 Step 2. Click Configure System Security Step 3. Click Manage User Groups Step 4. Manage User Groups editor opens Step 5. Grant Project Access Wizard opens. Select <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[341],"class_list":["post-47863","post","type-post","status-publish","format-standard","hentry","category-repository","tag-user-groups"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-crZ","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47863","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=47863"}],"version-history":[{"count":1,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47863\/revisions"}],"predecessor-version":[{"id":47864,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/47863\/revisions\/47864"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=47863"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=47863"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=47863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}