PPM Administrator Help System

New Group Security Tab

This tab displays only when the currently logged-in user has been assigned as a system administrator in the user record, achieved by selecting the Security Administrator Privileges option on the Users General tab.

You can define whether an item should be enabled and/or visible for the group when its members log in to PPM Security. When you enable the parent item, all its child items are also enabled by default. However, you can define the permissions for each menu item individually.
  • Select the Visible option to make the item visible to the group.
  • Select the Enabled option to allow the group to use the menu item or perform the corresponding action.
Field Description
Administration This level controls the permissions that are granted to the Administration hub.
  • Communication: This item controls the permissions that are granted to the group relative to communication:
    • Email ꟷ This item controls whether the members of the group can configure email settings that will be used in sending system related emails.
  • Custom Menus: This level controls the permissions that are granted to the group relative to custom menus.
    • Edit Custom Menu ꟷ This item controls whether the members of the group can modify custom menus.
    • Delete Custom Menu ꟷ This item controls whether the members of the group can modify custom menus.
  • Process Servers: This item controls the permissions that are granted to the group relative to process servers.
    • Manage Process Servers ꟷ This item controls whether the members of the group can manage process servers and queues for PM Compass.
Security This level controls the permissions that are granted to the group relative to the Security hub.
  • Licenses: This item controls the permissions that are granted to the group relative to communication:
    • Add License — This item controls whether the members of the group can add licenses.
    • Delete License — This item controls whether the members of the group can delete licenses.
    • Edit License — This item controls whether the members of the group can edit licenses.
    • View Users Assigned to a License — This item controls whether the members of the group can view the list of assigned users to licenses.
    • Assign/Unassign Users to a License — This item controls whether the members of the group can assign and unassign users to/from licenses.
    • View Users Logged into a Product License — This item controls whether the members of the group can view the list of users logged in to product licenses.
  • Users: This level of the Security hierarchy controls the permissions that are granted to the group relative to users.
    • Add User — This item controls whether the members of the group can add users.
    • Delete User — This item controls whether the members of the group can delete users.
    • Edit User — This item controls whether the members of the group can edit users.
    • View User Objects — This item controls whether the members of the group can view the list of locked objects on the Users form.
    • Import User — This item controls whether the members of the group can import users.
    • Copy User — This item controls whether the members of the group can copy users.
  • Groups: This level of the Security hierarchy controls the permissions that are granted to the group relative to groups.
    • Add Group — This item controls whether the members of the group can add groups.
    • Delete Group — This item controls whether the members of the group can delete groups.
    • Edit Group — This item controls whether the members of the group can edit groups.
    • Assign Users to Groups —This item controls whether the members of the group can assign users to groups on the Groups form.
    • Open Plan Group Access — This item controls whether the members of the group can access the Open Plan tab on the Groups form.
    • Copy Group — This item controls whether the members of the group can copy groups.
  • Roles: This level of the Security hierarchy controls the permissions that are granted to the group relative to roles.
    • Add a Role — This item controls whether the members of the group can add roles.
    • Delete a Role — This item controls whether the members of the group can delete roles.
    • Edit a Role — This item controls whether the members of the group can edit roles.
    • View Objects Assigned to Role — This item controls whether the members of the group can view the list of objects assigned users to roles.
    • Copy Role — This item controls whether the members of the group can copy roles.
  • Locked Objects: This level of the Security Open Plan hierarchy controls the permissions that are granted to the group relative to objects.
    • Remove Lock from Objects — This item controls whether the members of the group can remove locks from objects on the Objects form.
  • Custom Menus: This level of the Security hierarchy controls the permissions that are granted to the group relative to custom menus.
  • Password Policies: This level of the Security hierarchy controls the permissions that are granted to the group relative to specifying options and restrictions for passwords.
  • System: This level of the Security hierarchy controls the permissions that are granted to groups relative to system settings.
    • Polling — This item controls whether the members of the group can use the options that define how PPM applications check for activity.
    • Logging — This item controls whether the members of the group can enable/disable logins to a specific product license.
    • Authentication — This item controls whether the members of the group can set authentication options for the system and to use as defaults for users.
    • Settings —This item controls whether the members of the group can set other PPM Security and product-specific options.