Assign a Default Permission Set to a User Group at the Workspace Level

Default permission sets allow you to assign an existing permission set automatically when you assign user groups to workspaces, projects, portfolios, reports, files, ideas, custom logs, and programs. After a user group is assigned to an object, the permission set can be modified at any time. You do not have to select a default permission set. If you change a default permission set for a user group, permissions on existing assignments will not change.

To assign a default permission set to a group:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select User Groups.
4. On the User Groups page, select a user group, and then select the Default Permissions detail window.
5. In the Default Permissions detail window:
   1. In the Permission Set column, in the Permission Type row, select a permission set.
   2. Add any permission sets applicable to all users of the group.
6. Select Save.