Meridian Cloud provides role assignment for multiple project types to support different business processes and projects. The Standard project type is available by default. Other project types can be configured per tenant. For example, you could create Management of Change and Capital Project project types. Project types can be used for specific regions or sites to support separate project teams.
To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.
A group may only be assigned to one role per project type. A user may be a member of more than one group and the groups may be assigned different roles in the same project. In that case, the user's effective permissions are those of the more lenient role.
These role assignments:
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Override those that are assigned to the Projects scope as described in Configure Global Role Assignments.
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Are the default for new projects created from a project type.
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Are overridden by any assignments made to individual projects as described in Manage Project Membership.
To configure project type role assignments:
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On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon
. The Account Settings page appears.
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In the menu, expand Role Assignments, and then click Project Type.
The Project Role Assignment list appears and shows groups that are assigned to roles available in each project type.
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To edit the groups that are assigned to the roles:
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Click the Edit icon
in the row of the assignment that you want to edit. The Edit Role Assignment dialog box appears.
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Choose one or more of the following options:
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To add a role assignment:
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Click the Add icon
. A list of the unassigned groups appears.
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To find a particular group by name, type part of the group name.
The list updates to show only the groups that contain the typed letters.
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Select a group in the list.
The group is added.
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To delete a role assignment, click the Delete icon
next to the name of the group that you want to delete. The group is removed.
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Click Save.
The assignments are updated in the list.
