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Default users for new projects

Herman Boboshko December 17, 2023

I need to have a particular group of users added to each newly created project. 
I've been trying to do that as follows:

1. Used 'project roles' by creating a specific role and adding the necessary users and groups into 'default users' and 'default groups'. These users and groups are not added to new projects automatically. 

2. I Tried to do this using a permission scheme, but there is nothing about default project members or groups. 

 

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Herman Boboshko December 20, 2023

Hey, @Melo @Hana Kučerová 
It seems that I have found the solution.

I have added all necessary roles to 'browse projects' permission, but it was not working either for company-managed or for team-managed projects. Groups and users assigned by default to these roles could not browse any new projects. 

I have added these roles to 'administer projects' permission and it works well enough for me for now. Users listed in these roles can browse new projects (both company and team-managed). 

Still, I will continue looking for the possibility of particular roles only to browse new projects (not to administer). Though I don't really know what kind of permissions this 'administration' provides.  
 

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Melo
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 17, 2023

Hi @Herman Boboshko, welcome to the community!

To clarify, when you set a default group for a specific project role, this configuration becomes automatic for future projects. This means that each time you create a new project, the role you've defined will be pre-configured with the default group/users you selected.

Cheers,

Melo 

Herman Boboshko December 17, 2023 edited

Hi @Melo !
Thank you for the warm welcome! 


For example, I have created a project role 'HR', and added our HR manager and group HR as default ones. Still, when creating a new project neither person nor group is added there. 

Herman Boboshko December 17, 2023

Should I manually add a particular role to every new project? 

Hana Kučerová
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 18, 2023

@Herman Boboshko I think this only work in company-managed projects. Could it be your projects are team-managed?

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