User Permissions (PA)

This page covers the settings that you can control in the Project User Permissions dialog box in Project Assist.

Users need to be created in the data source first. Then, Project Assist discovers these existing users.

By default, super users have edit access, and non-super users do not. You can change these settings for specific users.


How to Access User Permissions

To open the Project User Permissions dialog box:

  • From the home page, click the Settings icon, and choose Permissions, as shown in the following image.

    How to Access User Permissions


How to Give a User Read or Write Access

To set a user’s read or write access for the project:

  1. In the Project User Permissions dialog box, select a user.
  2. Use the Mode field, as shown in the following image.

    How to Give a User Read or Write Access

    The edit option lets this user edit the project. The view option lets this user only view the project.

  3. Click Save.

How to Enable or Disable Help Tips for a User

To control whether help tips are displayed when the selected user edits the project:

  1. In the Project User Permissions dialog box, select a user.
  2. Click the Help Tips toggle, as shown in the following image.

    How to Enable or Disable Help Tips for a User

    If Help Tips is enabled, help tips are displayed when this user edits the project.

  3. Click Save.

How to Set the Landing Page for a User

To set a landing page to open when the selected user logs in:

  1. In the Project User Permissions dialog box, select a user.
  2. Drag the node from the Project Tree to the Landing Page field, as shown in the following image.

    How to Set the Landing Page for a User

    This node becomes the selected user’s landing page.

  3. Click Save.

How to Clear the Landing Page for a User

To remove the selected user’s landing page:

  1. In the Project User Permissions dialog box, select a user.
  2. Click the X that appears in the Landing Page field, as shown in the following image.

    How to Clear the Landing Page for a User

  3. Click Save.

How to Limit the Content Available to a User

To limit the content available to the selected user:

  1. Drag nodes from the Project Tree to the Nodes field, as shown in the following image.

    How to Limit the Content Available to a User

    If the Nodes field is empty, the selected user can see and access all content.

    If the Nodes field contains nodes, the user can see and access only those nodes and their children.

  2. Click Save.

Note

To remove a node from the Nodes field, click the X that appears next to that node, as shown in the following image.

How to Remove a Node