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.