Share master data with a team

Roles

Permissions

1. Click on the master data.

The Details section opens.

2. Click the icon.

The Share Master Data dialog opens.

3. Switch to the Teams section.
4. Click the desired team in the drop-down list and select a permission.

If a user already has a permission for the project, file or master data and you assign a permission to them again, the highest permission that was assigned always applies to the user. Example: If a user has the "Edit" permission for a project and you assign the "View" permission for the same project to the team where the user is located, the user keeps the "Edit" permission.

To find the team or user faster, you can enter the name of the team or user or the e-mail address of the user in the search field.

You can specify the period during which the user or the team should have access to the project, master data or files. Further information is available here.

5. Click Apply.
6. The master data was shared with the team.

1. On the master data, click the icon.
2. Switch to the Teams section.
3. Click the desired team in the drop-down list and select a permission.

If a user already has a permission for the project, file or master data and you assign a permission to them again, the highest permission that was assigned always applies to the user. Example: If a user has the "Edit" permission for a project and you assign the "View" permission for the same project to the team where the user is located, the user keeps the "Edit" permission.

To find the team or user faster, you can enter the name of the team or user or the e-mail address of the user in the search field.

You can specify the period during which the user or the team should have access to the project, master data or files. Further information is available here.

4. Click Apply.
5. The master data was shared with the team.