Show/Hide Toolbars

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