This access group set allows you to control who can manage named or unnamed resources, edit allocations, and view resource recommendations. It also allows you to determine what members can see in the Resource Center.
View Projects and Team Members in Resource Center
This section lets you control what users see in the Resource Center.
- When the Resource Center is grouped by Project, users can view their projects (if they have Project Financials permissions or higher), or all projects.
Note: Members with Project Lead account permissions (or lower) who have All Projects selected can access individual projects via the API.
- When the Resource Center is grouped by Team Member, you can select whether users can view themselves or all account members.
Note: If none of these options are enabled (i.e. checked), members will not be able to see anything in the Resource Center.
Edit Resources
Control what resources users can add, edit, and delete in the Resource Center.
- You can choose whether users have the ability to add, edit, or delete unnamed resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.
- You can choose whether users have the ability to add, edit, or delete named resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.
Note: If you check the All Projects box in one section, it will automatically be checked for the other.
Edit Allocations
Control what types of allocations users can add, edit, and delete in the Resource Center. Click here for more information on allocations.
- You can choose whether users have the ability to add, edit, or delete allocations for unnamed resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.
- You can choose whether users have the ability to add, edit, or delete allocations for named resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.
View Resource Recommendations
This section lets you control what users are able to see recommendations in the Resource Center.
- You can choose to let users view recommendations for all projects.
- If Organizations are enabled, you can choose to let users view recommendations for all projects in their organization.
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