After you give groups one or more of the basic rights, additional rights and operations may become available to them, which were not accessible before. They also need to view pages where the operations are available. These Project/Matter rights enable a group to view the following additional TeamConnect pages:
•Project/Matter record > Assignees
•Project/Matter record > Phases
•Project/Matter record > Involved
•Project/Matter record > Relations
•Project/Matter record > Security
The following table explains these additional group rights to a Project/Matter:
Additional Project/Matter Rights
Right |
Description |
Prerequisite Rights |
Pages |
||
View Project records |
Edit Project records |
Additional |
|||
Create a copy |
Allows groups to create a copy of the current Project. Note: Giving this right causes the Create a copy button to appear on the Project record page. |
X |
X |
None |
Project record |
View Project Assignees |
Allows groups to see existing Project assignees. Note: To view assignees, groups must be able to see Contacts. |
X |
|
None |
Project record > Assignees |
Edit Project Assignees |
Allows groups to unassign or reassign Project assignees. Note: To change assignees, groups must be able to see Contacts. |
X |
X |
View Project Assignees |
|
Create Project Assignees |
Allows groups to add assignees to Projects. Note: To add assignees, groups must be able to see Contacts. |
X |
X |
View Project Assignees |
|
Delete Project Assignees |
Allows groups to remove assignees from Projects. |
X |
X |
View Project Assignees |
|
View Project all categories |
Allows groups to see the existing Project categories and set one of them as the default. |
X |
|
None |
Project record > Categories |
Create Project all categories |
Allows groups to add categories to Project records. |
X |
X |
View Project all categories |
|
Delete Project all categories |
Allows groups to delete categories from Project records. |
X |
X |
View Project all categories |
|
View Project all custom fields |
Allows groups to view custom fields in Project records. Note: To work with any custom field, groups must be able to view the field's category and its parents. To see custom fields in a Project, groups must be able to view the Project. |
X |
|
None |
As customized by design |
Edit Project all custom fields |
Allows groups to change custom fields in Project records. |
X |
X |
View Project all custom fields |
|
Involved parties rights |
For details about rights to Involved parties, see Project/Matter Involved Rights. Note: All of these rights appear in this segment of the menu. |
|
|
|
Project record |
View Project phases |
Allows groups to view Project phases. |
X |
|
None |
Project record > Phases |
Edit Project phases |
Allows groups to change Project phases. |
X |
X |
None |
|
View Project relations |
Allows groups to view existing relationships between Projects. |
X |
|
None |
Project record > Relations |
Create Project relations |
Allows groups to add relations between Projects. |
X |
X |
View Project relations |
|
Delete Project relations |
Allows groups to delete relations between Projects. |
X |
X |
View Project relations |
|
View Project security |
Allows groups to view security access for Project records. |
X |
|
None |
Project record > Security |
Edit Project security |
Allows groups to change security for Project records. Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts. |
X |
X |
View Project security |