Only authorized users may create and/or send alerts. When the conditions of an event are met and the alert is triggered, a message will be dispatched only if the person defined as the alert's owner is still authorized.
Generally, alerts may access only that data for which the owner has Read access. For example, a user created a "value becomes greater than 1000" alert for a budget category: At the time of the alert triggering, if that user has Read access to only some of the items, the alert will be fired for only those items for which there is Read access.
Note: For an exception to this rule, see Permit Alerts to access all data below.
In order to manage user permissions for alert-related operations, the following security modules have been added:
- Alert Scope may include the entire system: Allows the creation of alerts for all items and/or all portfolios in the Entire System. Designated for configurators and/or special users who need to create such alerts. When this security module is enabled, the Entire System becomes an option in the Scope field of the alert.
- Create Alerts: Determines who is allowed to create alerts.
- Permit Alerts to access all data: Allows users to create category alerts even when the user does not have access to the data related to in the alert. This security module is designated for use by the configurator who creates many alerts for which she will have permission for all objects related to in the Alert (Item, Portfolio, Category, etc.) but not necessarily to the data. The Read & View permission for the item must = Allow both during definition of the alert and when the alert is fired.
Note: Data refers only to cell data, including `Roles' which are also category cell data. It does not refer to deliverable, action item and phase field data.
- Send Email or Alert messages: Controls the ability to use Send Page and Send Manager in addition to the dispatch of alert messages whose events have been fired. If the alert owner doesn't have read permission for Send Email or Alert Messages when the event is dispatched, the alert message will not be sent out to its recipients.
- View Function Engine Status: Controls whether users can view the function engine status and pending tasks on the home screen. When this is enabled for a user, that user can view queued and in-progress function tasks alongside one of three indicators:
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Idle: The Function Engine is running normally but is not processing anything. -
In Progress: The Function Engine is running normally and processing a function. -
Stopped: The Function Engine service is down.
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