Assign permissions to roles - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

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SHARED Tip Sometimes, new projects have the same or very similar roles, role groups, and permissions as an existing project. If so, you can quickly set up the new project by importing the roles, role groups, and permissions from the existing project then adjusting them as needed. For instructions, see Reuse the setup from another project.

  1. On the left bar, click Administrator Settings > Permissions.

  2. Select a project.

    Need help on Permissions page?

    The Permissions matrix shows which permissions are granted to each role. It consists of two lists:

    • The list on the left shows roles, such as Craftsman or Project Editor, which are organized into one or more role groups.

    • The list on the right shows permissions, which are grouped by the feature they grant permissions for, such as Structures and Digital Layout.

    Need more information? See, Learn about users, roles, role groups, and permissions.

  3. Expand a role group and set the permissions for a role:

    If you need to do this

    Then do this

    Give a permission in the group to the role

    Expand the permission group and select the box for the permission you want.

    For example: Expand Manage schedule items , and select Display cost information

    Give all permissions in the permission group to the role

    Select the box for the permission group you want.

    Remove a permission in the group from the role

    Clear the box for the permission or the permission group.

    Remove all permissions in the group from the role

What's next?