Setting Default Permissions

You can set default access levels and permissions for the Project Members and Project Guests roles of a project.

This topic discusses:

Setting Default Permissions of a New Project
Setting Default Permissions of an Existing Project

Setting Default Permissions of a New Project

To set default permissions of a new project:

  1. In the My Projects portlet, click Explorer.

  2. In the action bar, click New.
    The New Project dialog box appears.

  3. Type a name for the project in the Name field.

  4. Under Settings on the left, click Roles and Permissions.
    The Roles and Permissions page appears.

  5. For the Project Members and Project Guests roles:

    1. Click Edit Permissions.
      The Edit Permissions dialog box appears.

    2. Set the edit permissions for each of the objects.
      See the permissions matrix to
      learn about what each access level lets a user do in a given functional area.

    3. Click Finish.
      You are returned to the New Project dialog box.

  6. Configure the rest of the settings for the new project.

  7. Click Finish.
    You are returned to the My Projects portlet.

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Setting Default Permissions of an Existing Project

To set default permissions of an existing project:

  1. In the My Projects portlet, click Explorer.

  2. In the table pane of the Project Explorer, select a project.  

  3. In the action bar, click in the Edit  button, and, from the drop-down menu, select Edit Properties.
    The Edit Project dialog box appears.

  4. Under Settings on the left, click Roles and Permissions.
    The Roles and Permissions page appears.

  5. For the Project Members and Project Guests roles:

    1. Click Edit Permissions.
      The Edit Permissions dialog box appears.

    2. Set the edit permissions for each of the objects.
      See the permissions matrix to
      learn about what each access level lets a user do in a given functional area.

    3. Click Finish.
      You are returned to the New Project dialog box.

  6. Click Finish.
    You are returned to the My Projects portlet.

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