Gemini Community Support Site

This Gemini community support site can be used to find solutions to product issues. You can log in using Open Id, Google Profile and even Facebook. Feel free to ask a question or browse FAQs and documentation. Product tour videos are also available along with how-to videos demonstrating key Gemini capabilities.

Index Groups
Previous  |  Next

 1      Installing Gemini 5
 1.1        Pre-requisite Checks
 1.2        Installing Gemini 5 Using Automated Installer
 1.3        Installing Gemini 5 Using Zip File
 1.4        Upgrading 5.0 to 5.1
 1.5        Upgrading 4.2 to 5.1
 1.6        Using Windows Authentication
 1.7        Setting up with Geckoboard
 1.8        Setting up with Lucidchart
 1.9        MS Project Connector
 2      Getting Started with Gemini 5
 2.1        Signing in to Gemini
 2.2        Navigation in Gemini
 2.3        AppNav Cards
 2.4        Gemini Terminology
 2.5        Features and Functions
 2.5.1          The Grid
 2.5.2          The Planner
 2.5.3          Activity Page
 2.5.4          Timeline Page
 2.5.5          Roadmaps and Changelogs
 2.5.6          Documents
 2.5.7          Standard Reports
 2.5.8          The Calendar
 2.5.9          Burndown and Burnup Charts
 2.5.10           Ad Hoc Reporting with Excel
 2.5.11           The Data Import Wizard
 3      Creating and Managing Tasks
 3.1        Creating Tasks
 3.2        Rapid Planning (Creating Multiple Tasks)
 3.3        The View Item Page
 4      Structuring Projects
 4.1        Creating Projects
 4.2        Components in Gemini
 4.3        Versions in Gemini
 4.4        Setting Project Defaults
 5      Breeze - Email-to-ticketing
 5.1        Introduction to Breeze
 5.2        Breeze: Queues
 5.3        Breeze: SMTP Servers
 5.4        Breeze: Mailboxes
 5.5        Breeze: Response Templates
 6      Sentry - Testing in Gemini
 6.1        Introduction to Sentry
 6.2        Test Cases
 6.3        Test Plans
 6.4        Test Runner (Executing Tests)
 6.5        Test Run History
 7      Project Templates
 7.1        Project Templates: Introduction
 7.2        Project Templates: Process
 7.3        Project Templates: Screens and Visibility
 7.4        Project Templates: Process Workflow
 7.5        Project Templates: Custom Fields
 7.6        Project Templates: Menus
 7.7        Project Templates: Status, Priority and Severity
 7.8        Project Templates: Resolution
 7.9        Project Templates: Links
 7.10         Project Templates: Time
 8      People and Permissions
 8.1        Users
 8.2        Groups
 8.3        Permissions
 8.4        Active Directory Integration and Windows Authentication
 9      Code Review & Source Control Connectors
 9.1        SVN Server Installation
 9.2        Client Side Gemini Tortoise SVN Integration
 9.3        Git Source Control Connector
 9.4        Mercurial Source Control Connector
 9.5        TFS Source Control Connector
 9.6        Using Saucery for Code Review
 10       Gemini 4
 10.1         Getting Started
 10.2         Installing
 10.2.1           Requirements
 10.2.2           Automated Installer
 10.2.3           Microsoft Web Platform
 10.2.4           Zip File
 10.2.5           Scheduler Service
 10.3         Upgrading
 10.3.1           Upgrading Existing Installations
 10.3.2           Upgrading 4.1.x to 4.2
 10.3.3           Upgrading 4.0.x to 4.2
 10.3.4           Upgrading 3.7.x to 4.2
 10.3.5           Upgrading 3.6.x to 4.2
 10.3.6           Upgrading 3.5.x to 4.2
 10.3.7           Upgrading 3.1.x to 4.2
 10.3.8           Upgrading 3.0.x to 4.2
 10.3.9           Upgrading 3.0.0 to 4.2
 10.3.10            Upgrading 2.2 to 4.2
 10.3.11            Upgrading 2.1.x to 4.2
 10.3.12            Upgrading 2.0.x to 4.2
 10.3.13            Upgrading 1.9.1 to 4.2
 10.3.14            Upgrading 1.9/1.9a/1.9b to 4.2
 10.3.15            Upgrading 1.8.x to 4.2
 10.3.16            Upgrading 1.7 to 4.2
 10.3.17            Upgrading 1.6.3 to 4.2
 10.4         Projects
 10.4.1           Project Concepts             Grouping Projects             Components             Versions             Roadmap             Change Log             Dashboard
 10.4.2           Project Customization             Project Settings             Single, Multiple Item Options             Item Type, Priority, Severity Options             Default Values             Components             Versions             Project Attributes             Which Fields Are Displayed?
 10.5         Item Management
 10.5.1           Overview
 10.5.2           Creating
 10.5.3           Editing
 10.5.4           Viewing
 10.5.5           Visibility
 10.5.6           Custom Fields
 10.5.8           Hierarchy
 10.5.9           Links
 10.5.10            Recurrence
 10.5.11            Estimates & Time Logs
 10.5.12            Source Control Links
 10.5.13            Audit Trails
 10.5.14            Workflow
 10.5.15            Filter Items              Using the Filter              Saving and Reusing Filters              Cross Project Roll-ups
 10.5.16            Patterns
 10.6         Planning Board
 10.7         Time Management
 10.7.1           Time Reports
 10.7.2           Recording Time
 10.8         Notifications
 10.8.1           Project Alerts
 10.8.2           Item Watchers
 10.9         Test Management
 10.9.1           Approach
 10.9.2           Plans
 10.9.3           Cases
 10.9.4           Runs
 10.9.5           Traceability
 10.9.6           Filtering
 10.10          Management
 10.10.1            Administration              General Configuration              SMTP and Notifications              Projects              Custom Fields              Item Management              Test Management              Licensing
 10.10.2            Users & Security              User Management              Global and Project Groups              Working with Global Groups              Working with Project Groups              Available Permissions              Project Resources              Assigning Permissions to Projects              Windows Authentication              Active Directory Integration
 10.11          Using Add-on Products
 10.11.1            Visual Studio 2008/2010
 10.11.2            Gemini Desktop
 10.11.3            Microsoft Outlook
 10.11.4            Converse              Installation              Core Mailbox Setup              Selecting Emails to Process              Manipulating Email Content              Outbound Notifications              Project Mapping
 10.12          API
 10.12.1            Introduction
 10.12.2            Enabling API support
 10.12.3            Authentication
 10.12.4            Response Formats
 10.12.5            .NET Quick-start
 10.12.6            Schema Reference
 10.12.7            Administration API
 10.12.8            Alerts API
 10.12.9            Custom Fields API
 10.12.10             Groups API
 10.12.11             Items API
 10.12.12             Projects API
 10.12.13             Users API
 10.12.14             Testing API
 10.13          User Profile
View  |  Print  |  PDF

194 documents found.



Groups – Controlling Project Access

Adding and Maintaining

Prior to version 5 of Gemini there were Project Groups and Global Groups, the former had permissions that related to specific projects and the latter have permissions across all projects. The ability to define user permissions globally, or on a per-project basis, remains but from release 5 the maintenance of these two groups has been consolidated to make it easier for administrators and there are now only Groups.

Navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have the appropriate permission you will then be able to navigate to the People tab and the Groups sub tab (see below).

Security - Groups

To Add a new Group, click on the Add button, you will be prompted to provide:

  • Group Name
  • Description

Click Save to create the Group

To maintain the description of the Group, you click in the field and use Gemini’s inline editing to easily and instantly change the description value. To delete a Group click on the Delete delete icon icon to the right of the screen. If a Group contains members you will be warned that deletion of the group would result in changes to the project permissions of those users and allowed to proceed or abort the operation.


To specify which users are members of a Group, click on the Members link. Gemini will show you members at two levels, at the highest level you can define members of a group as members of that group across all projects, or you can specify that people are members of a group only on specified projects. 

People who are members at an all projects level are automatically removed from the list of users who can be members at a project level.

Click on the link on the members screen to be presented with a multi-select list of users in the system from whom you may choose Group members.

Note: You must click on the tick next to the list of members to save it.


Interaction Groups - Sharing

Gemini AppNav cards allow users to share views and data. To determine which groups can share AppNav Cards, click on the Edit edit icon icon on the right of the screen after the Group has been created. You will then see a multi-select drop-down for all of the User Groups in the system that members of the Project Group you have just created can share with.

Project Group Sharing

This ability to share AppNav cards, otherwise referred to in Gemini as Interaction (and therefore these are Interaction Groups) is about the right to interact with one or more user groups for information sharing and collaboration and not about the permissions that users require in order to perform specific functions within a project, which is covered in Permissions.

Assigning Groups to Projects

Once the Group has been created you will need to define the projects that the Group can access and its members. To setup Project Group membership, click on the “Members” hyperlink. You will see the following screen:

Membership Image

Users that are added to the All Projects group automatically have access to all projects and therefore are Global Users. To have Project Specific Users simply click on the hyperlink on the right of the project(s) you wish them to access and select the users from the multi-select drop-down list, which will show you the user names. Global Users who are members of the All Projects group will not be available to select for Project Groups as by definition they have access to every project anyway.

It is important to note that access to All Projects in a specified Group does not transfer across Groups but it does transfer across the system.

For example: 

Joe is a software developer and Sandra is a Project Manager.

Joe is a member of the Group “Developers” and Sandra is not. In the Group “Developers”, Joe has access to All Projects.

Sandra is a member of the Group “PMO” and Joe is not. In the Group “PMO”, Sandra has access to All Projects.

Group Member Access
Developers Joe All Projects
PMO Sandra All Projects

In this example, Joe and Sandra have access to All Projects granted through their respective Groups, which represent their job functions or similar organization. Even if Joe or Sandra were to be given Project-specific access in another Group, provided they have All Projects in one group then they have global access. This way, it is possible to separate Groups by giving them descriptive names and to control within the appropriately named Group the right project access

Active Directory and Gemini Groups

If your system is configured to work with Active Directory (Navigation: Configuration…System…Active Directory), and the setting “Synch With Active Directory” is checked, then when you edit the Group Screen it will look like the one below:

Security - Active Directory

The additional field Active Directory Groups is displayed and will allow you to select one or more Active Directory Groups to map to Gemini Groups.

If the System setting “Add new users to Gemini found in Active Directory” is set as well as “Synch With Active Directory” then Gemini will poll Active Directory (by default hourly) and any new users that it finds in Active Directory Groups that are synchronized with Gemini Groups will automatically be added to Gemini giving you a single point of maintenance (AD) for your users.

Previous  |  Next