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Default users for new projects

Herman Boboshko

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.

Accepted answers

Herman Boboshko

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.

All comments

Melo_45tw58

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

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

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

Hana Kučerová

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

Herman Boboshko

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

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).

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