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How to assign the "Project Lead" to have Global Permissions?

DSell
Contributor
February 14, 2023

I want to give the Project Lead of each project, Global Permission to Create Shared Objects and Bulk Change. Is there an efficient way to do this?

Currently, the "Project Leads" are also added to a group named "Project Leads," and this group has the above permissions.

  • problem: a project lead has the above permissions for all projects.
  • problem: when the project lead changes, it is a manual effort to update the group.

1 answer

0 votes
Fabio Racobaldo _Herzum_
Community Leader
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February 14, 2023

Hi @DSell ,

you can't associate a project lead to global permissions. My suggestion is to use "Project Leads" group for global permission purposes, and manage single user as project lead for specific project. At project level permission, add project lead in the project permission scheme instead of "Project Leads" group.

Hope this helps,

Fabio

DSell
Contributor
February 14, 2023

@Fabio Racobaldo _Herzum_  I do not understand your comment, "you can associate a project lead to global permissions". When I look at Systems>Global Permission, I only see where a Group can be added. 

Nic Brough -Adaptavist-
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February 14, 2023

Fabio is suggesting that you look again at your project lead group.

Imagine you've got Alice, Bob and Charlie, and they are all in the project leads group.

Set up 

Global permission to create shared objects: group (project leads)

Global permission to bulk edit: group (project leads)

Permission scheme(s): Project Admin = project lead

Now you can just change the project lead, and the new lead will automatically get the permissions they need.  You'll still need to remove exiting project leads from the project lead group if they're being demoted to a role that includes no projects for them to run.

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Fabio Racobaldo _Herzum_
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 14, 2023

Thanks @Nic Brough -Adaptavist-  for the clarification.

Sorry @DSell , I changed can with can't in my answer

Like Nic Brough -Adaptavist- likes this
DSell
Contributor
February 14, 2023

@Nic Brough using your example, lets say Bob is a Project Lead on Project No. 01, but a developer on 5 other projects. If Bob is put in the Group: Project Lead he will also have these global permissions on all six projects.

I was hoping there was a way that the "project lead" defined in the project roles could have the global permissions for the projects they are lead on and not other projects.

Best,

David

Nic Brough -Adaptavist-
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February 14, 2023

No, the word "global" in there means what it says.  They are genuinely global permissions, because they are not project permissions.

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