Join John Riopel for an in-depth discussion in this video Managing groups and users, part of Microsoft Project Server: Administration.
- Groups are containers for connecting users with permissions or categories. They are what you can see in the application. They can use multiple categories to allow members to access the information that they need or they have access to. We can get there by selecting Server Settings, Manage Groups. Out of the box we're going to look at the Project Managers Group. You can see the Users that exist within that Group. You can also see whether that Group has been connected to an Active Directory Group for synchronization.
Within that Group, the default Project Managers Group has the My Organization, My Projects and My Tasks Category each of which has a separate Permissions set associated with it. By selecting any of those Categories, you then see what Permission set is associated with that Category by looking at the check boxes for the Category Permissions as well as the Global Permissions below. Since our contractors needed to be in a Group, we'd like to create a new Group based on a Permission set that we previously defined.
So we're going to select the New Group by, and create a Contractors Group. We'll say that this is a Group, for managing outside contractors. Again we could sync this to an AD Group which would allow us to manage the Permissions for this Group in the Active Directory domain. We're going to add just a single user to this Group at this time.
So we're going to select our available users, Student 1, and move them to our Selected Group. We could then apply the Permission Set or the Category that's been previously defined by selecting that Category and moving it to the right hand side. We can then apply the Permissions for that Category based on our Security Template that we've previously defined as well so we're going to select the Contractor Template and press Apply and you can see that it's added the check box from that Template.
We're going to repeat that at the Global Permissions Set as well, and this will give us the Global Permissions for that Group. Now, once you've created that particular Group, you can add various Users either through this interface or through the Users interface by adding the individual User, and then adding them to a Group. Each User also has individual Permissions sets so we'll press Save to save that particular Group in our list of Groups.
Now, I'd like to go into Manage Users, so we can look at that Student 1 and see other information about that particular User. So we'll go down to the Student 1 User that we've added to that particular Group. In the case of using editing or managing a specific User, you can place them into custom other information like where they exist in the RBS, if you've chosen the project server security model. So we'll add them in to our RBS, into our Consultants Group, and put them in to Canada.
We also could add in additional information about whether their Account is Active or Inactive, in our case we'll leave our student Active, and whether they will appear in the Resource pool, and whether the Resource can be leveled so here we have their Base Calendar, so we're going to set them to be a Canada Calendar since they're in the RBS as a Canada Resource, they're Booking Type and additional information about their Rates or other attributes that you might want to collect for them.
You can say what Groups they are a member of and in this inner screen you can also see whether they exist in the singular Contractors Group or other Groups as well. Since our Student 1 account is just going to be in our Contractor Groups, we're going to remove all other Groups from that selection for this Student 1 account. And of course, we can also see their Security Categories, which what they have access to, and they had access to the My Tasks Category so we're going to change that to just be our Contractor Category and you can apply the Template in this interface as well, so we'll press the Apply for the Categories.
We can also set the Global Permissions here, for this user, and you can see that they have more than what we want so we're going to change that to the Contractor, and trim them down to just the Contractor Template. Now, once you've filled in other information about that particular user, their Cost Type if you want or Group that they might belong to, so, in our case we've added in additional information. The Group field is not associated with their Permission Set or their Group that they're a member of, just which group they might be as a metadata assigned to that particular resource.
We'll press the Save button and save our user updates into our Resource Center. So, we've collected and managed Users by Groups, we've created Groups, we've created Categories which is the Permission Set and a Security Template which has a set of features applied to that particular category.
- Managing users, groups, permissions, and categories
- Working with enterprise custom fields and lookup tables
- Working with enterprise calendars
- Managing enterprise objects
- Managing views
- Adjusting time and task settings
- Changing and restarting workflows