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User types are a very important concept in Projector. They define access rules, permissions, and notifications to groups of users - allowing you to make a change in one place and having it update many users at once. 

Each user has a primary type that is displayed in reports and on dashboards. In addition, you can specify additional types if they fulfill multiple purposes in your organization. For example, I might be primarily an administrator for the entire organization, but I might also be a project manager for our main office. In the screenshot below you can see that this person is primarily a Project Manager, but is also a Finance Manager. The permission sets are additive, so adding more types expands your permissions.

The final special thing about user types is that they can be applied on a cost center basis. In the screenshot above you can see that this user is the Finance Manager, but only for the Revcorp US cost center. This level of granularity and inheritance is invaluable to large organizations where someone may wear several hats across cost centers.


When you need to update someone's permissions, the first place your mind should turn is the User Type editor. You might tweak an existing type to expand or restrict permissions, give the user another type, or create an entirely new type.

As not every user is going to neatly fit into a type, you can perform line-item permission overrides for individual people through the User Editor.


Tip
titleAdditional Resources
  1. In the Topic of the Day: Permissions Management Webinar, we discuss Projector’s permission structures and help administrators identify efficient ways to model permissions their organization. (go to 32:44)

This form is reached from the menu by choosing View | Administration. Go to the Users & Resources subsection and then User Types

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