Assigning Initiative Permissions

Users can only view initiatives only if they can access the object to which the initiative is attached.

  To assign initiative permissions to security roles:

  1. On the Security Role Setup page, right—click Initiative Permission and select Add.

    The Initiative Setup page is displayed.

  2. Enter a name for the set of initiative permissions in Permission Name.

  3. Perform a task:

    • To grant or deny access to all or individual initiatives, select an option:

      • Grant access to all initiatives—Provide access to all initiatives.

      • Grant access to all initiatives in Domain —Provide access only to initiatives in a domain that you choose.

      • Deny access to all initiatives in Domain—Prevent access to initiatives in a domain that you choose.

    • To deny access unless users meet certain criteria, select Deny access to all initiatives unless and select the conditions:

    • Initiative is attached to Accountability elements user can access—Grants access only to initiatives for the accountability elements that the user can access.

    • Initiative is attached to Strategy elements a user can access—Grants access only to initiatives for the strategy elements that the user can access.

    • Initiative is attached to measures the user can access—Grants access only to initiatives for the measures that the user can access.

    • User has access to parent of the initiative—Grants access only to initiatives attached to a higher-level initiative that the user can access.

    • User has access to at least one child of the initiative—Denies access unless the user can access the appropriate secondary initiatives.

    • User is owner of Initiative accountability element—Grants access only to initiatives for the accountability elements that the user owns.

    • User is member of initiative accountability element—Grants access only to initiatives for accountability elements to which the user is assigned.

    • User is owner of initiative measure—Grants access only to initiatives for the measures that the user owns.

    • User is annotation creator of initiative measure—Grants access only to initiatives for the measures for which the user is an annotation creator.

    • User is result collector of initiative measure—Grants access only to initiatives for the measures for which the user can enter results.

    • User is target setter of initiative measure—Grants access only to initiatives for the measures for which the user can define targets.

  4. Optional: If you are creating a role an application designer, specify the tasks that they can perform.