This article describes how to automatically place users into a project when the new project record is 'saved', based on the selected Project Type.
Step-by-step guide
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Select Security/Memberships to open the Configure Project Automated Memberships page.
Prerequisites:
- Configure Project Types. See Managing List Types and List Items.
- Create User accounts. See Managing User Accounts.
- See Permission Dependencies for Project records.
About User Roles and Permissions
EPR permissions are designed with the following assumptions:
- Each user is assigned a user role (administrator, project coordinator, project manager, reviewer, group manager or contributor)
- Permissions are configured for each user role to control how users interact the features and functionality of EPR.
About Project Memberships
EPR is also designed with the assumption that:
- A project 'team', consisting of one or more users, is necessary to complete the plan review project.
- Users who are not placed into a project team will not be able to work on the project.
- Users who are part of a project team may interact with the project based on their user role and the configured permissions.
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