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Project visibility and access within e-PlanREVIEW® (EPR) may be regulated by Administrators through the user role permission settings. While Agencies can keep all projects visible/accessible to most users, those which prefer to regulate projects more tightly can make Project Team Membership a requirement in order to work on a project. Agencies who use this additional requirement should be familiar with the ways that users can automatically become a Project Member and also how to set up one or more Automated Membership Distributions to help fill any gaps where none of the other methods apply.

Info

Prerequisites for creating automated membership distributions:

  1. Project Types must be configured. See Managing List Types and List Items.

  2. User accounts must be created. See Managing User Accounts.

  3. Permissions must be set. See Permission Dependencies for Project records.

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