How Do I Set Up Security Work Groups?

See Also

 

A work group is a predefined group of settings that can be applied to a group of users. For example, you can quickly apply access privileges that are appropriate for specific groups of users in your firm (for example, administrators, engineers, project managers, etc.).

 

You can configure privileges for:

 

Privilege Categories

Billing & Payments

Drawings

RFIs

Calendar

Notes

Submittals

Charts

Project Tasks

System

Contacts

Projects

Time & Expense

Documents

Reports

 

 

Do the following to create a work group:

 

  1. Select Preferences from the master drop-down list.

  2. Open the Work Groups folder and click Security.

  3. In the Groups section, click Add to enter a group name.

  4. If this will be the default group to which users are assigned, select the check box in the Default column by the group.

  5. In the Privileges section, select a category from the drop-down list for which you would like to configure access settings (for example, Documents). Repeat this step to configure additional categories. Click Save.

  6. In the Preferences -Work Groups folder, click Reports.

  7. In the Groups section, click the group for which you want to configure report privileges.

  8. In the Reports section, select a category from the drop-down list for which you would like to configure report access settings (for example, Contacts, Projects, etc.). Repeat this step to configure additional categories.