Authorise teams

Authorise the menus, actions and tabs for Team and Team role.

To authorise the Teams functionality:

  1. Go to: General / Management / Authorisation tool.
  2. Select the correct user (or group).
  3. Go to the tab: Menu.
  4. Go to: Menu maintenance / General / Projects / Team.
  5. Select the Team and Team role check boxes.
  6. Go to the tab: Authorisation.

    Pro_Teams autoriseren (10)

  7. Go to: 
    • Project / Team / Team / Actions
    • Project / Project / Project / Actions / Project team maintenance
  8. Select the actions one by one and then select the Maintain option.
  9. Go to: Project / Team / Team role / Tabs.
  10. Select the Maintain option.
  11. Close the Authorisation tool.
  12. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen.

Directly to

  1. Configure teams
  2. Authorise teams
  3. Add a team role
  4. Set a cost estimate entry layout for teams
  5. Configure the Teams entry layout for the header data of specific teams
  6. new specific teams
  7. Configure workflow for teams