Adding a user to a group of projects (category) at once

robert.nadon
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August 4, 2021

G'Day all,

Anyone know of a way to add a user to a whole category of projects without having to go into each project and add them?  

This would be super useful.

Thanks,

Robert

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Trudy Claspill
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August 4, 2021

Create a User Group. Assign all the user you want added to these projects to that User Group. Assign that Use Group to the appropriate Role in the project. Thereafter you can assign a user to all those projects by adding them to the same User Group.

robert.nadon
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August 4, 2021

Right using groups instead of roles is a solution; however in cloud I still have to add them to the project outside of the permission scheme in the people section, regardless of permission scheme.    In DC and server that would be the solution.  

Plus that solution does not have anything to do with the project category,  I would still need to go into each project and add a group to the permission scheme or change the scheme.  

I am looking for a way to add users to each project in a project category.

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Trudy Claspill
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August 4, 2021

I think more information is required.

Depending on how you have the permissions set up for the projects, you should not have to add the users in the People section of each project. If the Permissions Scheme is leveraging User Groups, then adding the users to the User Group(s) through User Management should be sufficient to grant them the permissions allocated to the User group.

When you add the user to a project you have to specify their role within that project. Is the same role being used for all these Users in all the projects in the specified Project Category? If so, then you should be able to define a new User Group, add that User Group to that role in all the projects in the Project Category, and then add the users to that User Group. And then in the future by just adding the new user to the User Group, that should give them to specified Role (and its accompanying permissions) within all the projects in the Project Category. Of course, if you add another project to that Project Category, you would have to ensure the User Group was also added to that Project.

Maybe if you provide more details about the problem you are solving and how the solutions you've tried have not worked, that will make it more clear.

There is not a feature in the UI for bulk changes to add Users in the People section of multiple projects. There might be a way to manage the task using the REST API to get a list of all projects in a given Project Category, and then loop through that list to add the users to the People section of each project.

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