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PVE - Apply Project Permissions for Standard Users

PVE - Apply Project Permissions for Standard Users

When adding a new standard user account in Papervision Enterprise (PVE), the new user will not be able to see any projects or documents until permissions are granted to that user. This article will cover how to add permissions for new standard user accounts within PVE using groups.

Note that for System Administrators, no permissions needs to be set as sys admins will be able to see all projects and documents regardless of what permissions are in place for those projects.

  1. Open PVE admin console and log in as either a global or entity admin

  2. Expand your entity that contains the project the user needs access to

  3. Under General Security, select System Groups

  4. Select Action → Create New…

  5. Give the group a name and add all the users that need access to the group using the green arrows

     

  6. Click OK when finished

  7. Next, expand Projects

  8. Expand the project that needs permissions applied

  9. Select Security Access

  10. Select Action → New Security Access

  11. Select the new group you created in steps 4 and 5

  12. Click the Rights tab

  13. Select all permissions that will be needed for this group

  14. Select the Fields tab

  15. Uncheck any fields that need to be hidden from the group

  16. When finished applying permissions, click OK

  17. All users within the group now have access to the project!

  18. For any other users or future users that are added, they can now simply be added to the group and, since the permissions were applied to the group, the users will inherit the permissions for the project(s)

  19. A single group can also be added to multiple projects. As an example:

    1. Group 1 can be basic view permissions only and be applied to all your projects

    2. Group 2 can have view and delete permissions applied. More of an admin group for the projects

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