Assigning Permissions to System Access Profiles and Roles

Contents

Resources within EnterpriseTrack are assigned permissions based on their resource access profiles and the roles that they are allowed to perform. Before assigning permissions, it is important to understand how resource access profiles and roles are defined within the system.

System Access Profiles

Each resource in the EnterpriseTrack system must be assigned a system access profile. The system access profile determines a resource's global permissions. A resource can have only one system access profile.

Roles

Each resource in the EnterpriseTrack system can be assigned multiple roles. The roles determine the project specific permissions for any given resource in the system. Only resources that have at least one role assigned to them, are available as potential team members of projects.

Editing Permissions

To begin managing permissions based on system access profiles and roles:

1. Click the Resource and Security Admin tab.
2. Click the Edit Permissions link.
3. In an installation with multiple initiatives on one system, you must first select the initiative that you want to modify.
4. Select the module you wish to modify.
5. Click the Edit Permissions button.
6. You will see a break-down of the various actions that can be performed within the selected module and a grid displaying the various system access profiles and roles that are available in the system. Use the check boxes to modify the permissions.

   

7. Click Save.

   Notes:

   • When an action cannot be performed based upon a system access profile or role, the system will not display a check box. An n/a sign will be displayed instead.
   • All actions with the Knowledge Base have to be based on system access profiles, not roles, so there will be no check boxes in the Roles section of the page.