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 group 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 login 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. On the Adeptia Suite homepage, go to Administer > Setup > User.

   The User Manage page is displayed (see Figure 4).

   

   Figure 4: User Manage page

2. Click the Create New link to create a new user. This action will display you the CreateUser 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, select the project that you want to set as the default project for this user from the Project drop-down list (see Figure 5).

   
   Figure 5: Create New User

5. Click the Save button to save the changes.

    

   If you want to learn more about the scope of the project, please 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 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 (see Figure 6).
   

   
   Figure 6 : 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 selecting Group1 (see Figure 7).
   

   
   Figure 7: User Login Window

6. On the Adeptia Suite home page, click the My Profile link to open the My Profile window (see Figure 8).

   
   Figure 8: 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 (see Figure 9).
   

   
   Figure 9: Assign Default Project

   Selected project will remain its default project for Group1 until the user logins with Group2 and edits the Default project. If the user edits the Default project, then It will reset the default project for Group1.

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 group level. This means that, after installing the latest patch, the Administrator needs to edit and assign all the existing projects to appropriate groups. Please follow the below 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 (see Figure 10).

   

   Figure 10: Project Manage page

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