Group/Individual Permissions - How to Set

Post Author: Dixie Folzenlogen
CA Forum: crystalreports.com
I have several users whose rights vary from project to project within a company. They have viewer rights to some projects and don't have viewer rights to other projects. I'm not sure how to best set them up. What do you recommend?
I tried setting up the Project as a Group and setting the folder permissions but when I have to add another Project to which the user also has viewer rights, I am unable to add him to the new Project.
Should I set them as their own "Group"? If they are already in a Group -- how do I move them into their own "Group"?
Thank you.

Post Author: norton
CA Forum: crystalreports.com
Hi Dixie,
Your idea about having a group for each project sounds reasonable to me. You should be able to add the same user to multiple groups. You say you are unable to do this? Do you see any error messages?
The one ugly thing about adding the same user to multiple groups is that they will get an invitation email for each group and they will need to accept each invitation individually (this is for inviting users as guests only - inviting users as members will automatically accept and no emails are sent). We are considering streamlining the whole invitation process for the next release which would hopefully make this nicer for you.
You also need to watch out for adding a new group to your account. By default, the new group will have No Access on your root folder which is fine. But once you switch it to View access, that group will have Inherited access to all its subfolders which is probably not what you want out of the box. You will probably want to set the group's access to each subfolder explicitly (such as View or No Access). The same is true when you add a new folder to your root folder actually. We are hoping to make this better as part of the invitation streamlining process that I mentioned above.
Cheers,
Steve

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