To edit project security settings
Project security settings specify the access rights of participants.
1. From Process Mgr, select Process manager.
2. Select the project.
3. Click Security.
4. Select the desired access rights:
□ Select Share (Everyone) to grant full control to all users.
□ Select Private to grant full access to the Opportunity Owner and those assigned to perform tasks for the project.
□ Select Advanced to choose one of the pre-defined access settings or to select custom settings.
5. From the Access Mode drop-down list, select the desired mode.
6. (optional) Select a group role to add to the Current Access list.
7.
(optional) Click the Edit icon to edit the
permissions of the group role.
Click OK.
8. Click Save.
To edit project group roles
Project group roles describe the responsibilities of participants.
1. From Process Mgr, select Process manager.
2. Select the project.
3. Select Groups.
4. From the drop-down list, select the group role name (Contacts, Owners, Competitors if enabled, others).
5. Click Edit Role Members.
6. From the Select From list, select a view.
7. Select the member to add to the Current Members list.
8. (optional) Add a new member:
□ Click Add New.
□ Enter the information.
□ Click Save.
9. Click Save.
To edit project types
If the default project types are similar to those your organization uses, you can simply change the default properties. Changes to process type definitions are not retroactive to existing projects.