To view, add, or remove users from the group, click the Membership button.
Group Definitions window | select a group | Click Permissions
Use this window to define a group's permissions to modules, activity centers, functions, and tasklist.
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To view, add, or remove users from the group, click the Membership button. |
Grant a User Group Permission to a Module
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to a module.
3. Click the Permissions button. The Group Permissions window | Modules tab appears.
4. From the Not Allowed panel on the right-hand side, select the module to which you are granting the user group access.
5. Drag them to the Allowed panel or click the Add Arrow button. The module is moved to the Allowed panel.
6. Click the OK button. The users in the user group now have access to the module.
Remove a User Group’s Permission to a Module
1. Access the Group Definition window.
2. Select the user group from which you are removing access to a module.
3. Click the Permissions button. The Group Permissions window | Modules tab appears.
4. From the Allowed panel on the left-hand side, select the module to which you are removing the user group access.
5. Drag them to the Not Allowed panel or click the Remove Arrow button. The module is moved to the Not Allowed panel.
6. Click the OK button. The users in the user group no longer have access to the module.
Grant a User Group Permission to an Activity Center
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to an activity center.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Activity Centers tab. The Activity Centers tab appears.
5. From the Not Allowed panel on the right-hand side, select the activity center to which you are granting the user group access.
6. Drag them to the Allowed panel or click the Add Arrow button. The activity center is moved to the Allowed panel.
7. Click the OK button. The users in the user group now have access to the activity center.
Grant a User Group Permission to Update Activity Centers
Activity centers are assigned to module managers who are responsible for maintaining any necessary updates. Only one module manager can be assigned to an activity center; however, another user group can be granted permission to make changes to the activity center even if they are not the manager.
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Module Manager Jane Smith is on extended maternity leave and IT Administrator Joe Brown needs to make updates to the activity center. |
1. Access the Group Definition window.
2. Select the user group to which you are granting override permission to update all activity centers.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
5. From the Not Allowed panel on the right-hand side, select the Override Standard Activity Center Manager Edit Permission function.
6. Drag the override function to the Allowed panel or click the Add Arrow button. The override function is moved to the Allowed panel.
7. Click the OK button. The users in the user group can now make updates to an activity center that has a module manager assigned to it via the Maintain Activity Centers window.
Remove
a User Group's Permission to Update Activity Centers
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to the update activity center override function.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
5. From the Allowed panel on the left-hand side, select the Override Standard Activity Center Manager Edit Permission function.
6. Drag the override function to the Not Allowed panel or click the Remove Arrow button. The override function is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the function and can no longer edit activity centers assigned to other users through the Maintain Activity Centers window.
Remove a User Group’s Permission to an Activity Center
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to an activity center.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Activity Centers tab. The Activity Centers tab appears.
5. From the Allowed panel on the left-hand side, select the activity center from which you are removing the user group access.
6. Drag them to the Not Allowed panel or click the Remove Arrow button. The activity center is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the activity center.
Grant a User Group Permission to a Function
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to a function.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
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If you do not have a license to
a particular function, the You
do not have license to |
5. From the Not Allowed panel on the right-hand side, select the function to which you are granting the group access.
6. Drag the function to the Allowed panel or click the Add Arrow button. The function is moved to the Allowed panel.
7. To restrict access to a view only mode, select the View Only checkbox.
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To restrict access to a view only mode for all allowed functions, select the Mark All View Only checkbox. |
8. Click the OK button. The users in the user group now have access to the function.
Remove a User Group's Permission to a Function
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to a function.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Functions tab. The Functions tab appears.
5. From the Allowed panel on the left-hand side, select the function from which you are removing the user group access.
6. Drag to the Not Allowed panel or click the Remove Arrow button. The function is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the function.
Grant a User Group Permission to a Tasklist
1. Access the Group Definition window.
2. Select the user group for which you are granting permission to a tasklist.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Tasklists tab. The Tasklists tab appears.
5. From the Not Allowed panel on the right-hand side, select the tasklist to which you are granting the user group access.
6. Drag to the Allowed panel or click the Add Arrow button. The tasklist is moved to the Allowed panel.
7. Click the OK button. The users in the user group now have access to the tasklist.
Remove a User Group’s Permission to a Tasklist
1. Access the Group Definition window.
2. Select the user group from which you are removing permission to a tasklist.
3. Click the Permissions button. The Group Permissions window appears.
4. Click the Tasklists tab. The Tasklists tab appears.
5. From the Allowed panel on the left-hand side, select the tasklist from which you are removing the user group access.
6. Drag to the Not Allowed panel or click the Remove Arrow button. The tasklist is moved to the Not Allowed panel.
7. Click the OK button. The users in the user group no longer have access to the tasklist.
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