Define Permissions for a Role

This procedure allows you to secure items in PPM Administrator.

You do this by defining permissions for a particular role. Each securable item on the product sub-tabs on the Permissions tab of the Roles form generally correlates to a menu item or a process in the PPM product.

To define permissions for a role:

1. In the Navigation pane, select SECURITY > Roles.
   By default, Roles Detail View displays. To switch between views, click (Roles List View) or (Roles Detail View) at the upper portion of the form.
2. On Roles, find and select the role that you need to update.
   You can use the Find Role field at the top of Roles Detail View or click at the upper-right corner of the grid on Roles List View.
3. On Roles Detail View, select the Permissions tab.
4. On the Permissions tab, select the corresponding product sub-tab that you want to update.
   The tree view of securable menu items for the selected product displays.

   You can expand or collapse the selected item, depending on the menu options that you want to secure.

5. For the menu item to which you want to set permission, select any of the following options:
   • Visible — Select this option to allow users to view the selected menu item(s). Selecting this option allows you to see but not use the menu item. If you set a parent node to invisible and one of the child nodes to visible, the parent permission resets automatically to visible.
   • Enabled — Select this option to allow users to use the selected menu item(s). If you select Enabled and not Visible, you cannot view the menu item but can perform the corresponding process; that is, if that process is available using a different way other than the menu, for example, through the API.

   By default, all menu items on this tab for each product are visible and not enabled.

   You can the export the tree of securable menu items for each role. The exported file contains the role name, description, and the hierarchy of the tree