When a new project type is defined, the Grant Project Access list for the project type automatically contains every iMIS user who is a member of the following security groups at the time of creation:
■ OpportunityAdmin – Sets up and tailors Process Manager.
■ OpportunityMgr – Creates projects and specifies owners, action plans, and tasks. A person with this role has full control over projects created by anyone else.
■ OpportunityCreators – Creates projects and has full control over projects that they create, but has no access to projects created by anyone else.
■ OpportunityOwners – Edits only assigned projects.
■ OpportunityUsers – Has read-only access to projects.
When a new project type is defined, the Grant Project Access list for the project type automatically contains every iMIS user who is a member of the first four Opportunity security groups at the time of creation. Similarly, if you define a new user record and assign the new user to one of these security groups, that user is automatically added to the Grant Project Access list for every existing project type.
Project administrators can restrict each project type to a specific Grant Project Access list of users who have permission to create projects from that type. This allows for one type of process (such as Sales or Major Gift) to be secured from users who manage events or review grant proposals.
To assign users to project security-related groups
Project security-related groups specify levels of access and control for individual projects.
Before you begin
All users must have an individual contact record in Customers, an email address in their contact record, and an up-to-date user record and password in their authentication record.
1. From Process Mgr, select Set up module.
2. Click the Security Groups tab.
3. Select the security-related group (see Determining roles and responsibilities).
4. Select each user to be added to the group.
The user's name appears in the Current Members list.
5. Click Save.