Managing groups of people in filters (without administration rights)

What is the most efficient way to have multiple filters which filter on the same list of users, but without the need for ongoing global administration access to manage the group?

2 answers

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Hi Craig,

At some point someone will have to manage your list to cater for new arrivals, changes of role and departures. So you could be considering how best to handle this.  You presumably have a user management process in place?

A few approaches will work.

  1. Define the list of users in the filter query - means the owner of the filter is responsible for updating the list and would be required to edit for each filter on a change.
  2. Use the groups but as you have already seen this requires a global administrator to manage the list.
  3. Use project roles which allows the project lead or anyone with delegated authority the permission to manage the members of a role.

Personally I always recommend 3 as it gives the responsibility for the project to the project lead. Although there are some instances where I revert to 2 where it is a more global membership that needs setting.

Hope this helps.

Phill

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Joe Pitt Community Champion Dec 29, 2015

I agree with Phill, use project roles whenever possible.

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