First, the additional access rights need to be updated in the Master Template project, then can be copied into the applicable project(s) for the changes to take effect.
Update the access rights in the Master Project Template:
- From the My Projects page, select your Master Project Template.
- From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings.
- Select the module and thread you want to change (ex. Document Groups, Request for Information, Schedules, etc.).
- Scroll down to the role (ex. External-Contractor) and select the appropriate checkboxes to add access rights.
- Click Save in the top-right corner to finalize the changes.
- Repeat Steps 3-4 for additional module(s) where you need to add access rights.
Copy the changes into other projects.
- Return to the My Projects page.
- Click the 3-dot icon next to the Master Project Template and select Copy.
Helpful Hint: The "Copy" option will only appear if you are the Project Admin in the template, or if you are a Site Admin.
- This will take you to the Copy Project Data screen. The "Master Project Template" will automatically be placed in the Copy From area at the top of the page
- From the Project List area, select the project(s) that you wish to copy data into.
Helpful Hint: It is always a good rule of thumb to copy the changes into a sample or testing project first to make sure the update copies the way you want it to.
- Once selected, click the > arrow to move them to the right-hand side under Copy To.
- Click Next in the top-right corner.
- Select the App Group for the area you made updates to (ex. Team and Task Management).
- Select all applicable areas where access rights were added within that module (ex. Action List, Schedule, etc.).
- Enable the Replace Existing Access Rights toggle.
Helpful Hint: The Data toggle does not need to be enabled, as it is not necessary to copy over in this case for access rights. (ex. Action List Data, Schedule Data, Folder Structure, Files, etc.).
- Click Next in the top-right corner.
Helpful Hint: A summary screen will display to show what has been selected to copy.
- Click Copy in the top-right corner.
- Once the copy feature is complete, a confirmation message will display.
- Repeat Steps 7-11 for additional App Groups as needed.