Assigning a Default Project to a User

After creating a project, you can set it as the default project for the particular user group. However, only users of administrators and sysadmin groups or the owner of a project, can assign a default project to other users of the same group. After assigning a default group to a user, when the user logs in to Adeptia Suite, all the activities of the user will be in the saved in the default project of the respective user. However, the user can select and change the project while saving the activity, if required. For example, if you want to assign the project Warehouse_Inventory to a user, you need to perform the following steps.

Steps to assign the default project to a user 

1. Go to Administer > Setup > User 

   

   User page

2. Click the Create New link to create a new user. The system displays the Create User page.

3. Enter the values in the respective fields.

   To know how to create a user, refer to the Creating a User section of the Administrator Guide.

4. On the User Manage page, from the Project drop-down list, select the project that you want to set as the default project for this user.

   
   Create New User

5. Click Save to save the changes.

   If you want to learn more about the scope of the project, refer to the Group Level Project Scope section.

   
   Steps to assign the default project to users belonging to multiple Groups 

1. There may be users belonging to more than one group, and you may want to assign the default project to those users. For instance, there are two projects i.e. Project1 and Project2 with Group1 and Group2 assigned respectively. User1 belongs to both Group1 and Group2. Now, to assign a default project to User1, you need to perform the following steps:

2. Create two groups, for e.g. Group1 and Group2.

   To know how to create a group, refer to the Creating a Group section of the Administrator Guide.

3. Create two projects, for e.g. Project1 and Project2 and assign them to the respective groups (created in the step above).

   To know how to create a project, refer to the Creating a Project section of the Developer Guide.

4. Create a new user who belongs to both Group1 and Group2.
   

   
   Create New User

    

   To know how to create a user, refer to the Creating a User section of the Administrator Guide.

5. Login with this user, with Group1 as the group.
   

   
    User Login Window

6. On the Adeptia Suite home page, click the My Profile link to open the My Profile window.

   
   My Profile Link

   
   

7. Click Edit to select the project that you want to set as the default project for this user, from the Project drop-down list.
   

   
   Assign Default Project

   The selected project will remain as the default project for Group1 until the user logins with Group2 and edits the Default project. If the user edits the Default project, then the default project for Group1 is also reset.

8. Click Save.

Steps to assign an existing project to a group
From Adeptia Suite 6.1 onwards, we have moved the project scope to the group level. Therefore, after installing the latest patch, the Administrator needs to edit and assign all the existing projects to appropriate groups. Perform the following steps to assign an existing project to a group:

1. On the Adeptia Suite home page, go to Develop > Projects. This action will show you the Projects Manage page.

   

   Projects page

2. Click Action and select the Edit option from the context menu.
3. Select an appropriate group from the Group drop-down list.
4. Click Save to save the project.