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... HomeDeltek PIM HelpSystem AdministrationUser Accounts and SecurityHow to...Manage User Access Rights
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... HomeDeltek PIM HelpSystem AdministrationUser Accounts and SecurityHow to...Manage User Access Rights