PPM Administrator Help System

Permissions PM Compass Tab

This tab helps you set permissions for a particular role in PM Compass.

In general, the parent or top node of the tree view on this tab matches the panels or group bars on the Navigation menu of PM Compass. The children match the applications or menu items within a particular panel or group bar. The lowest level options represent the menu options within the application. Not all items in the tree view, however, fit into this model. One example is Workflows, which PM Compass categorizes using a List Table. Only the workflow category displays in the tree view of selectable options.

Default Categories

When you first installed PM Compass, the following default categories are available:

  • Dashboards
  • Projects
  • Workflows
  • Reports
  • Administration
  • Save/Delete/Rename Global Searches
  • Help
  • Custom Navigation

Each default category has corresponding securable options. You can right-click each item on this tab to display a shortcut menu that allows you to define permissions. You can also right-click an empty area of the tab to display a context menu that allows you to define permissions for all of the items at one time.

Inactive categories also display in the tree view. To add new custom categories, click Administration > List Table > Workflow Categories in PM Compass and then add a category. The new category should display in the list.

Exceptions

The parent nodes allow you to enable or disable all children nodes. If the parent node is a group bar, the group bar becomes invisible. If the parent node is not a group bar, you only use it to disable all of the selected options.

There are cases wherein selecting the Enabled option or invisible (not selecting Visible) option are ignored. If disabling an item is not supported, the menu item only becomes invisible. For example, you cannot disable any of the following areas of PM Compass, and selecting Enabled only hides them:

  • Navigation menu
  • Help menu
  • Grid header options
  • Saved options in filters and reports
In addition, some of the parent items are not really securable options. PPM Security only uses them to group child items. For example, the Links menu item under Details View of Projects is only used to group the securable options on the Links tab, and does not indicate that you can disable the tab. Similarly, the Report Categories item of Reports is used to group various categories, and does not refer to a securable option.