To set up and maintain security rights in ResourceFirst, click Administration->Rights:
The list of users will appear, along with a list of right types.
In the left pane, you'll see the list of users in the system.
Duplicating Rights: If you click on the icon to the right of the user (within that left pane), you'll be presented with a dialog allowing you to duplicate that user's rights to one or more users. The image after the one below shows that dialog.
Editing/Defining Rights: To edit or define rights for a particular user, select that user in the left pane, then use the center pane to select the right types you wish to define. Clicking on certain right types will display a window below the center pane allowing you to define specific project or resource nodes those rights apply to (or in the case of project manager rights, which specific projects they should manage). Examples of this are in the images below.
Clicking on the right or left arrows between the center and right pane will add/remove rights accordingly. Confirmation of action success is provided.
Examples of Viewing and Defining Rights
In the image below, Joe Martin’s current rights are shown in the right panel. He has visibility (read only R0 and P0 rights) to the Training resource node and the PMO Training project node, create/modify/delete R2 and P2 rights to the Mechanical resource node (which happens to be within the Training/R&D parent) and the Portfolio 1 project node (which happens to be within the PMO Training node), and P1 project manager rights to the Project 8 MO project.
The image below shows the "Duplicate Rights" dialog that appears if you click on the people icon next to a user in the left pane.
Select the user(s) to duplicate rights to and click Duplicate.
The following images show the various Resource Node, Project Node, Project, etc. windows that will appear if you select certain rights.
In the image below, Project Edit (P2) rights are selected in the center pane, so a Project Nodes window opened up below allowing you to select which Project Nodes the person should have Project Edit rights to. Select the Project Node and then the button.
In the image below, Resource Edit (R2) rights is selected, so the system opened a window below allowing you to select which Resource Nodes the person should have Resource Edit rights to. Select the Resource Node and then the button.
In the image below, Project Manager (P1) rights is selected, so the system opened a window below allowing you to select which projects the person should have project manager rights to. Select the Project(s) and then the button.
Selecting an existing right in the Rights window for a user and clicking the button will remove that right.
Note that you may multiselect users, projects and existing rights by checking multiple boxes.