Administrators can edit the permissions and settings
associated with existing PPM enterprise roles but cannot add more permissions
to a role than are defined by the user profile on which the role is based.
Note: When you change
permissions for a role, this also changes permissions for any users assigned
to that role.
To edit an enterprise role:
- On the Administration Home
page, under User Settings, click Roles
and Permissions.
A list of the enterprise profiles displays, along with counts of the number
of roles based on each profile, and the number of users with roles based
on each profile.
- Click the name of the profile
whose role you want to edit.
The profile and the existing roles created from it display.
- Under the role you want
to edit, click Actions, then click
Edit Role. The Enterprise Role Wizard opens.
- Applications—Choose which global applications
you want the users with this role to have access to.
The selected applications display as global tabs for anyone with this role. Applications you clear will not display and a user with this role cannot access the application. Note: You can only choose
from applications the user profile allows, which means you cannot add an application that is not already included in the profile on which this role is based.
- Default Configuration—Choose which global tabs should display by default, and which will be hidden. The tabs you can choose
from depend on which applications you selected in the previous step. Hidden tabs are still accessible to users of this role.
- Permissions—Choose role permissions for the selected applications. The permissions listed are limited by the user
profile on which the role is based.
Note: Permissions for dynamic applications are Create Custom View and Manage Shared Custom Views. If you give the Manage Shared Custom Views permission to a role, users with that role will be able to create and share custom views for the dynamic application. This permission is only an option on dynamic applications. Custom portfolio tabs have no separate permissions. They inherit the Create Custom Views permission as it is set for the Projects tab.
Permissions for other applications display on the User Profile Permissions grid.
- Views—Choose any custom views
you want users of the role to have access to.
- Workspace Roles—Choose the for each workspace type.
Note: If you added workspace types after the enterprise role was created, there may be users who were added to a workspace without workspace roles by being allocated in Team Manager. These users cannot access the workspace until they are given a workspace role.
To lock the workspace role so that it cannot
be changed to any other role, select Lock
Role next to the workspace type.
- To add new users
to the edited role or reassign existing users, click Browse User Directory and select the users you want to add.
- Make any changes to the
name of the role or to the description.
Click Finish & Save to
save the edited role, or Previous Step
to go back and make changes to previous steps.
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