Assigning Resources to Proper Groups

After all the Templates, Groups, and Categories have been defined and associated, it is time to assign the individual resources to the Groups. Open the individual Groups and assign the proper resources who have the role-based responsibility defined by the Group.

What if a resource is both a Project Manager and a Resource Manager? These roles require different use permissions and data permissions within the system. Any resource can be assigned to multiple Groups and thus take on the permissions of all Groups to which the resource is a member. To modify user Groups, follow these steps:

1.
In the PWA window, select the Admin tab.
2.
Select Manage Users and Groups.
3.
Under Security Options select Groups.
4.
Select ...

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