Control Access to Projects

Strategy One (December 2025) updates the security role interface.

Administrators can change the security role of a user or user group to allow or deny access to the project.

1. Open the Workstation window with the Navigation pane in smart mode. TBD: webstation access

2. In the Navigation pane, click Users & Groups.

3. Select an Environment from the upper-left drop-down list.
4. To update a user group instead of a user, click User Groups,
5. Right-click the user or group to add the security role to, and select Roles and Privileges.

   If you are using a version prior to Strategy One (December 2025), double-click the user or group to edit it, then click Project Access & Roles on the left.

6. For each project, select the security role from the ROLE drop-down list above the project.

   

   To edit a role, hover over the role in the list and click Edit .

7. Click Save.