Set up people to work on projects - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

HxGN Smart Build Insight Help

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When a project is created in Smart Build Insight, only one or two people are part of it. As a project goes on, more people are added. These people, or users, are assigned to a role. What each person can do in a project is determined by the permissions selected for their role.

We recommend that you review existing users and their assigned roles before making changes.

First, look at which people are assigned to which roles

  1. On the left bar, click Administrator Settings > Project users.

  2. Select a project to see which users are assigned to which roles.

Then, look at what permissions a role has

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

  2. Expand a role group and select a role.

  3. Expand a permissions group to see which permissions in the group that the role has.

What's next?

What you do next depends on what you decide after your review.

If you decide this

Then this is your next step

Users are assigned to the right roles and everyone who needs access to the project has it

Move on to something new, because you're finished here!

Users are assigned to the right roles, but you need to add users

Give a person access to Smart Build Insight

Users are assigned to the wrong roles

Add users to a project and assign their roles

You need to add more role groups to the project

Add role groups to a project

You need to add more roles to a role group

Add roles to a role groups