Configuration

To create new users in i-lign, go to Launch > New Resource

Minimum requirements are Resource Type, Display name, Default calendar, Security Role, User Name and initial password. All other fields are optional and can be updated after the person is set up.

For consistency, we recommend user names follow the same convention as your network logins.

For a description of what functionality each resource type can access, go to Jump To > Set-up & Configuration > Resource Type.

Project Stakeholders are those groups or individuals who are either actively involved in a project, or who may be adversely or favourably affected by project activities.

Default Project Security Roles

To set or remove the permissions listed below, go to Jump To > Set-up & Configuration > Default Project Security Roles (in the Business Configuration column) > Actions.

This Configuration Workshop paper is one of a series that we will work through with you in order to finalise the configuration of your populated database prior to training and roll-out.

Users need the following permissions in order to assign and approve Priorities in i-lign.

Your organisation's i-lign administrator will set up the permission to Approve projects, but the permissions to View and Modify Priorities can be limited or assigned on a project-by-project basis.