Using groups to limit data access (video)
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Using groups to limit data access (video) in the Polaris help.
Learn all about using Replicon groups to organize and limit access to users and projects
This video covers:
00:35 What can you do with groups?
02:08 What are the advantages of limiting data access?
02:44 How do we set up groups in our system?
03:00 -Creating groups
03:57 -Assigning users and projects to groups
04:31 -Assigning access privileges
Grandfather clock sound was served by the freesound project and produced by www.digifishmusic.com
Setting up groups
Limiting which groups a user can access
Setting up locations
Setting up departments
Using data import to mass add, update, and delete data