Manage User Access Rights
You assign system roles to menus, dashparts, entity record field sets, and project events, to grant users with access.
- Related Topics:
- Manage Access to Menu Items
You use the User Role Menu Item Security table to grant access to menu items for selected roles. When you grant a role with access to a menu item, all users with the role have access to it. - Manage Access to Dashparts
You use the User Role Dashpart Security table to grant access to dashparts in the Personal Zone for selected roles. When you grant a role with access to a dashpart, all users with the role have access to it. - Grant Access to Record Functions and Features
Use the Entity Function Security page to grant access to functions for particular record types. You can also grant access to a number of features, including the Smart View mode in the Information Zone, and live browsing in the PIM Mobile Working app. - Manage Access to Record Field Sets
Each record type has a number of field sets. These are also referred to as bands. Use the User Role Band Security grid to grant access to record bands for selected roles. When you grant a role with access to a band, all users with the role have access to it. - Manage Access to Project Milestones
Project milestone are key events that must be completed as part of a programme, such as when you create a health and safety plan, issue a main programme, and process certain appraisals and contractual documentation. You grant contact and user roles with access to milestone functions to allow users to undertake specific project events.
Parent Topic: How to...