Managing Groups

The Groups datasource node contains all of the groups that exist in the datasource.

You can create a group in the datasource to group together users who need the same access rights to folders and documents. The existence of groups also makes it easier when creating access lists and mailing lists.

Setting up a group is a two-step process: first create the group, and then add users to it. Group names, their description, and their list of members can be modified. Groups can also be deleted, unless they are one of the two default admin groups below.

Default admin groups:

The Administrator group is created and named when the datasource is created, and contains the master administrative user account you also named during datasource creation. All users who are members of the Administrator group have access to, and full control over, all nodes in the datasource (unless the user is explicitly restricted from that node through Granular Security). The Administrator group can be renamed, but cannot be deleted.
The Restricted Administrator group is also created and named when the datasource is created, and contains no users by default. Any user who is added to the Restricted Administrator group can log in to the datasource in ProjectWise Administrator, but by default they have no access to any nodes in the datasource. To give users in the Restricted Administrator group access to a particular datasource node, you either add individual users in the group, or add the entire Restricted Administrator group, to the Granular Security tab that exists on each datasource node's Properties dialog. The Restricted Administrator group can be renamed, but cannot be deleted.

Create a group

Right-click Groups and select New > Group.
The New Group Properties dialog opens.
On the General tab:
1. Enter a Name and optional Description for the group.
  Note: If this will be a Windows group, the name of the group must match the name of the Windows group.
2. Select which Type of group this will be.
  - If this will be a regular ProjectWise group, set the Type to Logical.
    or
  - If this is intended to represent a group in Active Directory, set Type to Windows.
    or
  - If this is an Active Directory group that you want to be managed by the ProjectWise User Synchronization Service, set Type to Windows - sychronized.
3. If Type is Windows or Windows - synchronized, specify the Windows domain that this group belongs to.
On the Members tab, add users, groups, or other user lists to this group.
(Optional) On the Members Of tab, add this group to another group.
Click OK.

Copy or move a group to another datasource

Log in to both datasources.
In the source datasource, select one or more groups and select Copy or Cut (move), depending on which operation you want to perform.
In the target datasource, right-click the Groups node and select Paste.
You can also copy groups just by dragging them from one datasource to another.

To move groups by dragging them, you also have to press the <Shift> key (and keep it pressed) as you drop the groups into the Groups node. Pressing the <Shift> key changes the copy into a move.

The Copy Group(s) or Move Group(s) dialog opens.
If you want the new group to have the same members as the original group, keep Group members turned on.
Click OK.
The selected groups are copied or moved to the target datasource.

Note: For a newly copied or moved group to retain its members, those members must also exist in the target datasource.

Rename a group

Right-click a group and select Rename.
The name of the group becomes editable in place.
Edit the name as necessary and click somewhere outside of the name field to accept the change.

Tip: You can also rename a group by opening the Properties dialog for the group (right-click a group and select Properties) and changing the name on the General tab.

Delete a group

Right-click a group and select Delete.
When prompted, click Yes to confirm.