Custom Permissions Groups (User groups) are most commonly set up when a new type of user is going to be provided with access to a project where it isn't appropriate for them to have the same level of access to all the documents and files.  This either means they will have less access to some, more access to some, or most commonly a mixture with greater permissions on some documents and less permissions on others.  If this modified standard is to be applied to all users for that project currently in the permissions group then the standard Permissions group could be altered instead.

From version 4.0 these permissions groups can also be automatically set up from the method template if required.

New Custom Permissions (User groups) are set up from the Manage Permissions by Project form.  The form can be accessed from:

  • The Main menu, then Admin, Manage Project Permissions
  • The Set Document Permissions form