Configure Role Assignments For Project Types – Meridian Portal Knowledge Base

Every project created in Meridian PowerWeb (and optionally linked to a Meridian Portal project) is made from a project type that is its template. Meridian Cloud allows you to configure the security roles differently for each project type to support separate project teams in your organization. For descriptions of the Project scope roles, see Project Scope Roles. For more information about project types, see Managing project types.

You must be assigned to the Tenant Administrator role to perform this task.

A group may only be assigned to one role per project type. A user may be a member of more than one group and the groups may be assigned different roles in the same project. In that case, the user's effective permissions are those of the more lenient role.

These role assignments:

Override those that are assigned to the Projects scope as described in Configuring role assignments for scopes.
Are the default for new projects created from a project type.
Are overridden by any assignments made to individual projects as described in Adding people to projects.

To configure project type role assignments:

On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
In the menu, expand Role Assignments, and then click Project Type. The Project Role Assignment list appears and shows groups that are assigned to roles available in each project type.
To edit the groups that are assigned to the roles:
- Click the Edit icon in the row of the assignment that you want to edit. The Edit Role Assignment dialog box appears.
  To add a role assignment:
  1. Click the Add icon . A list of the unassigned groups appears.
  2. To find a particular group by name:
    - Start typing part of the group name. The list updates to show only the groups that contain the typed letters.
  3. Select a group in the list. The group is added.
  To delete a role assignment:
  - Click the Delete icon next to the name of the group that you want to delete. The group is removed.
Click Save. The assignments are updated in the list.