Add/Remove participants on a project - access rights required

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

What permissions are required to enable users to remove participants of a project?

Environment

Release: All
Component: Clarity Collaboration

Resolution

In order to enable users to remove participants of a project, there is NO universal right (it is not granted at the instance, OBS, or Global level). Only the Collaboration Manager for a project can add or remove participants. The Collaboration access right is unique access right as the Collaboration Manager right is an 'Auto' right that is granted when the user is added to a specific project as a 'Collaboration Manager' one project at a time. When a resource creates a project that resource is given 'Collaboration Manager' rights automatically. An existing 'Collaboration Manager' can grant this right to other participants on the project. A project can have more than one 'Collaboration Manager' participant.

To set an existing participant as a 'Collaboration Manager', use the following steps:

1. Click on the Team Tab on a Project  
2. In the Tab submenu, click on Participants  
3. Add the resource you want to make the Collaboration Manager (if they aren't already a Participant).
4. Click on the box next to their name and click on the "Make Collaboration Manager" button.

The Collaboration Manager can now add or remove participants for this project.