The access rights of roles within certain module/s can be easily replaced in multiple projects using the Copy process. This is possible if the roles already exist with the correct rights in another project.
Please Note: This process will update all role access rights within the selected module menu thread/s. If only one or particular roles must have their access rights updated without affecting the rest in a menu thread, it will need to be done manually for each role in the applicable project/s. For this reason when updating many projects at the same time, it is typically advisable to ensure all role access rights from the Copy From project are correct, and then be copied across together into the Copy To project/s.
1. From the Copy Project Data page, select the appropriate App Group from the dropdown list. Steps 1-7 in the “How can I update modules in existing projects using the Copy process?” can be followed to navigate to this area.
2. When selecting certain modules - and menu threads if applicable – a “Replace Existing Access Rights” toggle will be displayed in most cases. If so, toggle this on:
Please Note: Only the menu threads that are selected will be replaced with the Copy From projects configuration. For e.g. Closeout Checklist in this screenshot will be updated, but not the Punchlist as it is not selected. Further, no other information in addition to role rights will be replaced, added or removed as the Action List menu thread “Closeout Checklist” already exists in the Copy To project (and the system will not overwrite information in an existing menu thread).
3. If the “Replace Existing Access Rights” toggle is not displayed as an option for certain modules e.g. Invoices, Contracts / PCO / Change Orders and Contact / team Directory, the selection of the module/s itself will ensure role access rights are replaced into the Copy To project/s.
4. Click Next & then Copy to initiate the Copy process as per typical Copy process.
5. Repeat previous steps for any remaining modules in other App Groups.