Assign or modify group privileges

Groups are assigned privileges when they are created. These privileges determine the scope of participation and activity that members are allowed for projects and reports. This topic explores how to create and modify group privileges.

Create a new group

Example: Create a unique group with SM privileges with people that have a specific role within the institution.

Requirements: Have a means to identify specific members in the datasource, such as a common title, tag, department name, etc.

CREATE THE GROUP

Navigate to Project - Definition - Group
Select Add Group
Choose Subject in the Group linked to drop-down
Enter a Group Name
Choose Relationship Datasource in the Link Type drop-down
Select the Datasource that contains the members for the group
Select the Relationship table that is used for the group members
Assign Subject Management (SM) privileges to the group
Select Create

CREATE A GROUP FILTER

Navigate to Project - Definition - Group Filter
Select the recently created group from Select Group
Select the Member filter

Group filter

Find members by choosing one or many filter conditions, and select Filter
Select Add Filter once a list of desired members is identified

Filter conditions

Now the group is limited to the selected members.

POPULATE THE GROUP MEMBERS

Navigate to Project - Members - Subject Members
Select the group to populate in the Select Group drop-down
Select Populate

You have successfully created a group with specific members that have been assigned SM privileges for your project.

Modify group privileges

Navigate to Project - Definition - Group
Select Edit for a group
Choose the privileges for the group
Select Apply

Assign privileges