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Fleet Admiral
Fleet Admiral
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staffing profile security

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Can someone refresh my memory on staffing profile security?

 

What are the Proposal Managers and Proposal Process Participants groups?

 

For profiles linked to proposals, we wish to grant edit access to person(s) selected on the proposal form. Is this possible? Can we alternatively create a security group and have those users always have access to proposal staffing profiles?

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Absent Member.. Absent Member..
Absent Member..

Hi Erik,

 

I replicated on 9.22 and I was able to get the option to add a security group.

 

Best regards,
Randall

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Absent Member.. Absent Member..
Absent Member..

Hi Erik,

 

You can create a new security group for those people, and give them the Edit All Staffing profile access grant. But, they will have access to all the staffing profiles.

 

Proposal Managers are always able to edit the Staffing Profile and Project Managers and Benefit Managers are always able to edit the Financial Summary in a proposal.

 

Proposal process participants refer to all users added into Workflow steps for this proposal Request type.

Best regards,
Randall

-- Remember to give Kudos to answers! (click the KUDOS star)
"If you find that this or any post resolves your issue, please be sure to mark it as an accepted solution.”
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Fleet Admiral
Fleet Admiral

So we have a team whose job it is to estimate the labor for proposals. They should be able to create & edit the staffing profile for all proposals. How can I accomplish this without letting them edit all staffing profiles?

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Absent Member.. Absent Member..
Absent Member..

Hi Erik,

 

I guess you can add their security group on the staffing profile access. You go to configure access on the staffing profile and add the security group there, also, give them the type of access you want.

Best regards,
Randall

-- Remember to give Kudos to answers! (click the KUDOS star)
"If you find that this or any post resolves your issue, please be sure to mark it as an accepted solution.”
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Fleet Admiral
Fleet Admiral

But you don't have the option to add groups, only users.

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Absent Member.. Absent Member..
Absent Member..

Hi Erik,

 

I replicated on 9.22 and I was able to get the option to add a security group.

 

Best regards,
Randall

-- Remember to give Kudos to answers! (click the KUDOS star)
"If you find that this or any post resolves your issue, please be sure to mark it as an accepted solution.”

View solution in original post

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Fleet Admiral
Fleet Admiral

Ok then, this must be new because I don't have that option in 9.14. Looking forward to upgrading. Thanks!

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