Roles and Permissions (Project)

The Roles and Permissions page lets you, the Project Leader, define your project's security through project 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.. This page also lets you specify access levels and permissions for the Project Members and Project Guests roles.

For step-by-step instructions on how to assign roles, see Assigning Roles.

A portal user can access a project only after you have assigned them to a role in that project. Role assignments are project-specific; you can assign the same portal user to different roles in different projects. Additionally, you can assign a portal user to the same role in different projects. However, because Collaboration security is set on individual projects, Project Members and Project Guests can have one set of permissions in one project and a different set of permissions in another.

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

For more information about the permissions that are granted to each role, see Edit Permissions.

Click Finish after you have configured the following for each role:

Click	To
Add Users	Add individual portal users to the role. After you add new users and click Finish, a confirmation box appears. Click OK to send a notification e-mail alerting the new users about the project. Click Cancel to save the project but not send the notification email.
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 that are created for each portal 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.

Related Topics:

To display the page associated with this help topic:

Create a new project

In the My Projects portlet, click Explorer.
In the action bar, click New.
Type a name for the project in the Name field.
Under Settings on the left, click Roles and Permissions.

Edit an existing project 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, select a project.
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 project from the application view of the project

Select Project Settings from the Manage Project drop-down list.
Under Settings on the left, click Roles and Permissions.