User Guide > Projects > Project Permission and Security
  

Project Permission and Security

Use project permissions to control access to projects.
When you create a project, you become the owner of the project. As the project owner, you can add users and user groups and assign the required levels of permission. The domain administrator can also add and edit project permissions.
You can access projects based on the permissions that you have. For example, if you do not have any permissions for a project, it does not appear in the list of projects. You cannot view projects that appear in search results if you do not have the required permissions.
Projects have the following levels of permission:

Project Permissions

You must have the required project permissions to access and perform tasks in a project.
The following table lists the project permission levels, the tasks that you can perform with each level, and the minimum required privileges for each task:
Permission
Description
Minimum Required Privilege
Read
  • - Open and view the project.
  • - Monitor logs for the project workflows.
  • - View project
  • - Monitor project
  • - Audit project
Write
  • - Open and view the project.
  • - Monitor logs for the project workflows.
  • - Import metadata.
  • - Create entities, groups, and templates.
  • - Assign rules.
  • - Generate workflows.
  • - Run profiles.
  • - Copy the project.
  • - Delete the project.
  • - View project
  • - Monitor project
  • - Audit project
  • - Import metadata
  • - Generate project
  • - Manage project
  • - Discover project
Execute
  • - Open and view the project.
  • - Monitor logs for the project workflows.
  • - Run workflows.
  • - View project
  • - Monitor project
  • - Audit project
  • - Execute project

Updating User and Group Security

When you create a project, you can assign read, write, and execute permissions to users and user groups. Edit the project permissions assigned to users and user groups from the Permissions tab of the project. Changes to permissions take effect from the subsequent login.
    1. Open a project and click Permissions.
    A list of the users and user groups with permissions for the project appears.
    2. Click Edit on the Users or User Groups tab.
    The Edit Project Permissions dialog box opens.
    3. To edit the permission of a user or user group, select the user or user group from the list and edit the permission as required. You must save the changes for each user or user group.
    4. To delete a user or user group, select the user or user group from the list and click Delete.
    5. To add a user or a user group:
    1. a. Click Add Users or Add User Groups.
    2. b. Select one or more users or user groups.
    3. c. Optional. From the list of permissions, select the required permissions if either of the following statements is true:
    4. d. Click OK. TDM adds the users or user groups to the list.
    5. e. Select each user or user group and assign the required permission levels. You must save the changes for each user or user group. Skip this step if you performed step c.
    6. Click OK.