ProjectDox – Add/Remove Existing Users on Multiple Projects

Tags ProjectDox

Overview

On the Groups tab within the Project Template, a system or project administrator has the ability to add or remove existing user(s) to a project template group for new projects and for any non-archived projects created with the project template. 

Definitions

Role-specific permissions:

  • LA – Limited Admin – The LA Group is confined to certain administrative permissions within a project.
  • PA – Project Admin – The PA Group has the authority to add existing users to templates and assign role-specific permissions.
  • Stamper – Only members of the stamper group are authorized to manually batch stamp files.

Instructions

From G|Net, launch ProjectDox - Electronic Plan Review and continue to the project's home screen.

Adding existing users

  1. Click on the Admin button.
  2. Navigate to the Templates tab.
  3. Move to the Project Template tab.
  4. Choose your desired template from the Edit Existing dropdown menu.
  5. Switch to the Groups tab.
  6. Select the role-specific group you wish to edit.
  7. Access the Add Members tab to view users.
  8. Search for the user.
  9. Mark the checkbox beside the user's name you wish to add.
  10. Press the Add Selected User button.

Repeat steps 6-10 for each role-specific group.

NOTE: Permissions will be granted for both new and non-archived projects created using the project template. However, it may take some time to include the user in all projects.

Removing users

  1. Click on the Admin button.
  2. Navigate to the Templates tab.
  3. Move to the Project Template tab.
  4. Choose your desired template from the Edit Existing dropdown menu.
  5. Switch to the Groups tab.
  6. Select the role-specific group you wish to edit.
  7. Access the Members tab to view users.
  8. Search for the user.
  9. Mark the checkbox beside the user's name you wish to remove.
  10. Press the Remove Selected User button.

Repeat steps 6-10 for each role-specific group.

NOTE: Permissions will be disabled for existing and non-archived projects created using the project template. However, it may take some time to disable the user in all projects.

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