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.

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.