Assigning Access Rights
Access rights, which are inherited from the parent object, apply to objects such as templates, schedules, tasks, and alerts.
For details on access rights, see:
Administrators
-
Unrestricted access to all features
-
Multiple administrators are allowed, and each has write access to all objects, including those created by other administrators.
-
Set up user access to tasks by assigning users to tasks with task roles of Owner, Assignee, Approver, or Viewer.
Owners
-
Assigned to every task and must be a Close User, Close Power User, or Close Administrator
-
Writer access to the task when it is applied to a schedule
-
For pending tasks, can edit task properties; for example, add or remove instructions or questions, or add or remove approvers
-
For open tasks, cannot modify properties
-
Ensures that the task is completed, although they may not be performing actions on the task
-
Receive notifications when the task status changes, and can intervene in the task workflow at any time
-
Reassign the Assignee or Approvers
-
Act as the Assignee, approve the task for an Approver, or force the task to close
Assignees
-
Responsible for working on the task
-
Have read access to all task information
-
Add comments, answer questions, submit tasks for approval, create alerts, or reassign the task to other users
-
Have read access to some information about the predecessor tasks, for example, Owners, Assignees, status, name, and description
-
Access only to individuals
-
Only one Assignee for each task
-
Optional. If no Assignee is assigned, then responsibility for the task is assigned to the task owner
Approvers
-
Ensure that the task was done correctly by the Assignee and sign off on it
-
Each task may be assigned up to 10 levels of approval
-
Can only be assigned to individuals
-
Have read access to all task information
-
Can add comments, approve or reject tasks, create alerts, or reassign approval to other users
-
Have read access to some information about the predecessor tasks, for example, Owners, Assignees, status, name, and description.
Viewers
-
May be Close Users, Close Power Users, or Close Administrators
-
Multiple users may be assigned to a task as viewers
-
Receive read access to all task information, and for parent tasks, to the task information for their children
-
Can assign the viewer role to groups
-
Cannot perform task actions and are not part of the task workflow.
-
Task Assignees and Approvers act as viewers in Task Details. They can view their own tasks in an open schedule.
Examples:
-
If a user has write access to a schedule, that user also has modify access to every task in the schedule.
-
If a user has read access to a template, the user also has read access to every task of that template.
The types of activity rights a user has for an object establish the access rights to that object.
- Owner
-
Has write access to the object.
- Assignee
-
Has write access to a subset of the object attributes and read access to the rest.
- Approver
-
Has write access to the Status (Approve/Reject) attribute of the object (for example, an Alert), and read access for the rest. For example, an approver can add comments and create alerts.
- Viewer
-
Has read access to the object.