Defining a Security Policy

All setup root folders inherit their security settings from the system security policy. Therefore, you can define a security policy for the entire system which will propagate to all objects and modules.

To define a security policy for the system:

  1. From any module, click the Setup link.

    The Setup module appears.

  2. From the Setup menu, choose System Security Policy.

    The System Security Policy dialog box appears.

  3. Define the security for all inheriting objects in the system. For more information about setting permissions, refer to Adding a Security Row and Editing a Security Row.

After defining a security policy for the entire PPM system you can modify it for a specific hierarchy by editing its root.

Related Topics

Hierarchies and Inheritance

Defining a Security Policy on a Root Folder

Inheriting from the Home Folder/Portfolio

Security Settings on Objects

Stopping Inheritance

Resetting Permissions



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Last Published Thursday, December 10, 2020