3.6 Assigning access permissions
This section describes how to select a process work board and assign access permissions to users from the Edit permissions window. Only the process work board manager and users who belong to the process work board management role can perform these operations.
The following figure shows how to assign access permissions.
The following access permissions can be set from the Edit permissions window:
- Item access permissions
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New item (permission to register Items)
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Edit item (permission to edit Items)
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View item (permission to view Items)
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Delete item (permission to delete Items)
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Escalation (permission to escalate Items)
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Acknowledge item (permission to approve Items)
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Close item (permission to close Items)
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- Status-level access permissions
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You can assign access permissions that allow a user to only edit Items in certain statuses, such as Received or Close. You can also assign access permissions that relate to custom statuses created by users. In addition, when setting status-level access permissions, you can set the initial person in charge of the status.
Note that the statuses you can select differ between processes. The statuses are listed in the table below by their default names. Custom statuses might have been given different names. The following table lists the statuses you can select.
Table 3‒4: Types of status Status
Description
Process
Incident management
Problem management
Change management
Release management
Received
Permission to edit Items in Received status.
Yes
Yes
Yes
Yes
Planning
Permission to edit Items in Planning status.
No
No
Yes
Yes
Investigating
Permission to edit Items in Investigating status.
Yes
Yes
No
No
Support Requested
Permission to edit Items in Support Requested status.
Yes
Yes
Yes
Yes
Discussing
Permission to edit Items in Discussing status.
Yes
Yes
Yes
Yes
Acknowledged
Permission to edit Items in Acknowledged status.
Yes
Yes
Yes
Yes
Reviewing
Permission to edit Items in Reviewing status.
No
No
Yes
No
Close
Permission to edit Items in Close status.
Yes
Yes
Yes
Yes
If you do not assign status-level access permissions, users are able to edit Items in any status other than Acknowledged or Close.
You can assign rights to access process work boards by allocating these permissions to users and roles. When you add a user to a role, the user automatically gains any access permissions associated with that role. Deleted users or roles are automatically deleted from the list of users and roles with access permissions.
In addition, when assigning status-level access permissions to users or roles, if you set the initial person in charge of the status, the person you set will automatically be set in the Person in charge field in the New item window, or the Edit item window. The initial person in charge of the status is selected from the users or roles assigned the status-level access permissions.
- Organization of this section