Administrative Access Tools
  • 04 Oct 2024
  • 2 Minutes to read
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Administrative Access Tools

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Article summary

Administrative access tools

This chapter explains how to see and modify access rights between Safran Project users. You can use the tools in the ADMIN ribbon to control the access rights for different sets of Calendars, Profiles, Resources, Userfields, etc. In the older versions, the person in charge of the Safran Project System Administration could define the access rights for the users. ADMIN ribbon also allows sharing and using report groups, Filter groups, and pictures. Remember that the person in charge of Safran Project System Administration should do other administrative tasks, e.g., setting up the enterprise fields and codes, setting network defaults, etc.

Access rights

As the owner of your project plan, you may define access rights for one or more users or user groups so they can read, update, or copy the available settings. Sharing useful plan settings in planning teams will increase efficiency by saving time when users should make similar settings in their project plans.

ADMIN ribbon presents the setting areas in which you can define access rights.

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How to define access rights

The owner of a project can define access rights for other users. You can define access rights in nine different sets, i.e., Calendars, Profiles, Userfields, Symbols, Globals, Rules, Rates, and Enterprise Fields.

By opening any of these sets, you will notice a common interface. On the left side of each window, you can see a list of projects, including the project ID, the name of the project, and who the project owner is. Note that you can only define access within the projects you own.

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On the right-hand side of the windows, you will find three tabs. The first tab gives you detailed information about the selected project. The second tab provides the relevant information depending on the set you want to define access for. For example, if you open the Calendar sets, the second tab will give you the information on the available calendars, and if you open the Userfield sets, the same tab will provide the information for the available Userfields. The third tab is where you can define which user(s) may have access to your project. In addition, you can define the two access levels for either the ability to update the set or only to be able to read it. To give access to one or more users, use the drag-and-drop method.

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Report Maintenance

In this section, you can define report groups, filter groups, or collect the logos that the others in the planning team can use in their reports. The report groups, filter groups, and collected pictures are available in all reports for anybody with access to the project plan. Creating groups, in addition to saving time, has the advantage of sharing unified report configurations, filters, and logos among the project users.

Report Groups

Select ADMIN > Report Groups to see the available report groups, create new ones, or delete those not used. Click Add Reports, and from the opened list, select the reports you want to put in the new group you want to create. For deleting report groups, click on Delete Report.

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