Grant Security Rights to Project, Task, and Assign Users to Tasks Components
When creating or updating a project, task or assignment budget, ensure that logged users performing the Budget Imports are assigned the following:
- Budget security right (user profiles)
- Security rights to the Project, Task and Assign Users to Tasks components
- Scope of the Project, Task's Project or Associated Task's Project
This article details how to grant security rights to the Project, Task, and Assign Users to Tasks components.
Note: Your PSA page may differ slightly or significantly from what you see in this article, due to being on a different version, your organization having opted for different modules, having been granted different security rights, AND/OR terminology/naming convention having been modified to suit your respective organization. But, essentially the features/functionality referred to, herein, are still the same across the board.
- From the Icon Bar click Setup
.
- From the Navigation Menu click Organization.
- From the menu click System.
- From the System page click the Security button to access the Security setup page.
- Click the expand button (
) located against a User Security Role Placeholder, if applicable to view the available Security Roles.
- Select a Security Profile.
- Upon the Security Profile page displaying, select Setup from the menu.
- From the available options select Work.
- If not already, select the rights to View, Create or Delete for the Assign Users to Task component as required.
- If not already, select the rights to View, Modify, Create or Delete for the Project component as required.
- If not already, select the rights to View, Modify, Create or Delete for the Task component as required.
- Select Save.