Adding and removing project users and groups

In the Project Users and Groups view, users who have project administrator permissions can add and remove project users and project user groups, and system administrators can define whether a specific user or user group has project administrator permissions.

Adding a user group allows all the eShare users in that group to access the project. Setting a user group as project administrator gives project administrator permissions to every user in that group.

Prerequisites

  • The user or user group to add to the project exists in CADMATIC eShare. See Users and Groups.
  • To set project administrator permissions, you must be a system administrator.

Do the following:

  1. Navigate to the project to edit, and then click Project Admin in the main menu. The project administration view opens.

  2. Click Project Users and Groups. The Project Users and Groups view opens.

  3. To add a user to the project, select Add Users. Add Users dialog opens. Select user(s) to add, and then select Add. (Add Users is hidden if all users have already been added to this project.)

  4. To add a user group to the project, select Add Groups. Add Groups dialog opens. Select group(s) to add, and then select Add. (Add Groups is hidden if all groups have already been added to this project.)

  5. To remove a user or user group from the project, select Edit for users or groups, and then Delete button for the user or group.

  6. (System Administrator) To set the project administrator permissions of a user or user group, select Edit and then select the Project Administrator check box of that user.

    Note: Typically, you might not want to give project administrator permissions to a group, but only to individual users who need these permissions. You do not need to give project administrator permissions to users who are system administrators, because they are permitted to administrate all projects.

Results

The designated users and user groups are permitted to access the project, either as project administrators or normal users.