CMiC – Add Project Role to Display Document Folders
Purpose
Use these steps when a user is unable to see the expected document folders for a project in CMiC.
Instructions
1. Log in to CMiC
Log in to CMiC using your Helpdesk/admin account.
2. Determine the required Project Role
Before adding a role to the user, determine which Project Role provides access to the document folders for the affected project.
For the project in question, identify a user who can already see the expected document folders and check the Role they have assigned.
Example: For the project used in this ticket, the required role was PC.
3. Click the JB Contacts tab
From the CMiC interface, select the JB Contacts tab.
4. Click in the Search by Keyword field
Type the username in the Search by Keyword field
5. Click the Edit (pencil) icon
Locate the user in the search results and click the pencil/edit icon.
6. Open the Role lookup
Locate the Role field and click the magnifying glass next to it.
7. Search for the required Project Role
In the Role lookup window, enter the Project Role identified in Step 2.
For this example, enter:
PC
Press Enter on the keyboard.
8. Select the appropriate role
Select the appropriate Project Role from the search results and click OK.
9. Save the changes
Click Save to apply the updated role assignment.
10. Verify access
Have the user return to the affected project's Documents section.
Confirm that the expected document folders are now visible.