Groups
A group gives the same permissions to several users at once: a discipline, an office, a project team. Instead of setting each person's access one by one, you set it once on the group and add the people to it. When someone joins or leaves the team, you change the group's members, not everyone's permissions. Administrators with access to Settings manage groups.
Jump to:
- Open the groups
- Create or edit a group
- How group permissions add up
- Example: a new cultural resources archaeologist
Open the groups
SettingsUsers, groups and permissionsManage groups
Each group shows its name and how many users it has. The demo installation has groups by discipline and function, such as Biology, Consultants, Cultural Resources, Executives, GIS, Office Admin, and Permitting.
Each tile is a group; click one to edit it.
Create or edit a group
Click Add new group, or click a group to edit it. The form has these sections:
| Section | What it sets |
|---|---|
| Name | The group's name. |
| Group users | The users in the group. |
| System permissions | What the group's members can do across EVX Software. |
| Module Permissions | Which tabs the group's members can use. |
| Projects, Clients, Departments, Vendors, Contract stages, Rate schedules, Approval status | Which members of each dimension the group can work with. |
For each dimension, drag members between With permissions in and Without permissions in. Use Filters to find a member in a long list.
Drag a member into With permissions in to give the whole group access to it.
Click Save changes when you are done.
How group permissions add up
A user can be in several groups. Their permissions are everything their own permissions and their groups give them, up to the maximum their role allows. See Permissions and access control and Role defaults and maximums.
Example: a new cultural resources archaeologist
A firm hires an archaeologist. The administrator creates her user with the right role and adds her to Cultural Resources. She can now see the department's projects and files, with the same access as the rest of her team, without any permission set on her own.
What you can do next
- Users to add the people you put in groups.
- Setting up your permission structure to plan roles, groups, and access together.
- Permissions and access control for how access is calculated.