Create a Permission Set in Global Admin

The Permission Sets page in Global Admin provides application administrators one location to create and edit global permission sets as well as object permission sets, including workspaces, projects, portfolios, programs, custom logs, files, ideas, and reports.

All users added to Primavera Cloud will receive a global permission set. You must choose a global permission set to be the default permission set for new users who are added to the application. Select the default permission set for all new users by selecting the Default Permission Set check box in the privileges section of the Permission Sets page. The global permission set can be changed from the default permission set when a user is being added.

When creating permission sets for workspaces and the other objects, you will first select the workspace where the permission set will be owned. These permission sets are inherited by all child workspaces. Inherited permission sets are also displayed on the Permission Sets page. The Owning Workspace of the permission set is the workspace where the permission set was created. Permission sets for objects can also be created in Summary & Settings.

To create a permission set on the Permission Sets page of Global Admin:

1. From the  Main Menu, select  Global Admin.
2. Select Permission Sets from the list.
3. On the Permission Sets page, select an object tab.
4. In the Workspace picker, select a workspace to add a new permission set in that workspace.

   Note: You do not need to select a workspace on the Global tab.

5. On the Permission Sets page, on the object tab, select  Add.
6. In the Name field, enter a unique name.
7. Expand each category to assign privileges.
8. Select Save.

   To see these changes immediately, sign out of the application and sign back in.

Tips

• To duplicate a permission set, select the  Context menu, and then select Duplicate. The Administrator (System) permission set cannot be duplicated.
• To delete a permission set, select the  Context menu, and then select Delete. The View Only (System) and Administrator (System) global permission sets cannot be deleted.
• For quicker configuration, use Select All to select or deselect all check boxes. Select the check box in a privilege column to select all privileges in that column.
• To see permission changes immediately, sign out of the application and sign back in.