Roles and Permissions (Project Template)

You can assign users to one of the Collaboration roles A Collaboration mechanism that controls access levels and permissions for Collaboration objects. Users are assigned to a role, thereby determining what that user can do within a project. in the project. Also, you can specify access levels and permissions for the following roles:

Project Member
Project Guest

IMPORTANT: Users you add to the roles and permissions do not apply to the project template, but to projects created from the project template. For more information, see About Project Template Security.

In any project created from this project template, users you add to each role inherit the default permissions you set on the Roles and Permissions Editor. The Project Leader for a project created from this project template can change role access levels and permissions at any time and the change takes effect immediately. The Project Leader you assign in this project template can also edit it.

Be sure to assign yourself to the Project Leader role so that you can:

Manage any projects created from the project template
Modify or delete the project template itself.

To view or edit the properties of a group, click on the group name in the list of role members.

Click Finish after you are done configuring the following:

Click	To
Add Users	Add individual portal users to the role.
Add Groups	Add one or more portal groups to the role, thereby adding all users that belong to that group. After you add a group, you can click on the group name in the list of role members to view or edit the properties of the group, including the users who belong to the group.
Add Community Members	Add, as a group, a portal's Community Members, Community Managers or Community Guests to the role. These are system-generated groupings of users created by the portal for each community. Clicking this button launches a dialog box that lets you choose a community, after which you can choose from the Community Members, Community Managers or Community Guests of that community.
Edit Permissions	Set default access levels and permissions for the roles: Project Members and Project Guests. For more information about the permissions that are granted to each role, see Edit Permissions.
Synchronize	Available after you add Community Members, Community Managers or Community Guests to project roles. Also available in projects that are generated by the system after portal community users with the Admin privilege have added the Community Projects portlet to any page of a community. Manually update the role's user information to keep it current with the portal database. If any users have been added to or deleted from the groupings of Community Members, Community Managers or Community Guests since the last synchronization, Collaboration changes the role's user information to keep it current with the portal community's user information. By default, Collaboration synchronizes its user information with the portal once a day. For more information about these groupings, see System-Generated Groupings.
Delete	Delete a user, group or community member.

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Create a new project template

In the My Projects portlet, click Explorer.
In the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below. of the Project Explorer, click Template Project Folder.
In the action bar, click in the New button, and, from the drop-down menu, select Project Template.
In the Name field, type a name for the project template.
Under Settings on the left, click Roles and Permissions.

Edit an existing template from the My Projects portlet

In the My Projects portlet, click Explorer.
In the table pane Upper right section of the application view. You can view the items you selected in the navigation pane in a table format. You can also view detailed information about the items in the table pane by selecting the check box next to the item. Detailed information appears on the details pane below. of the Project Explorer, click Template Project Folder.
Select a project template.
In the action bar, click in the Edit button, and, from the drop-down menu, select Edit Properties.
Under Settings on the left, click Roles and Permissions.

Edit an existing template from the application view of the project template

In the Manage Project drop-down list, select Template Settings.
Under Settings on the left, click Roles and Permissions.