Step 6. Set Permissions

Permissions define what tasks and task groups users can see, create, edit, and delete. You can allow some users to work with all tasks and all task groups, while other users will have access to particular tasks in particular task groups only. You can set permissions for each user separately or for groups of users who belong to particular roles.

To set permissions

• For users who should see, create, edit, and delete all tasks and all task groups

1. On Resource List tab, click the required user(s), and then, on the Roles pane, select the Unlimited check box.

• For users who should see, create, edit, or delete tasks within their role

2. On the Roles pane, click New Role.

3. In the New Role dialog box, type the name of the role, and then click OK.

4. Click the required users, and then, on the Roles tab, select the new role check box.

5. Click the Task Tree tab, and then click the required task group(s).

6. On the Permissions pane, right-click required permission cell(s) next to required role, and then click Allow.

Note If you set permissions for a folder with subfolders, all the subfolders will inherit the folder permissions.

• For users who should see, create, edit, or delete tasks in particular task groups

7. On the Task Tree tab, click the required task group(s); and on the Permissions pane, right-click required permission cell(s) next to required user, and then click Allow.