9.7.1 Adding access permissions

To add access permissions:

From the list of process work boards in the main window (Item list), select the process work board for which you want to add access permissions.

You can select a process work board by clicking its name.

From the Action menu, select Edit permissions.

The Edit permission window appears. This window is shown below.

Figure 9‒20: Edit permission window

Select the type of access permission you want to add.

Click the Item permission or Status permission tab, and select the access permission you want to assign. When an access permission is selected, the List of users or roles having permissions shows the user or role that has the selected permission.

From the menu, select Action and then Add user and role.

The Select user and role window appears. This window is shown below.

Figure 9‒21: Select user and role window

Select the users and roles that you want to add.

You can select users on the Select user tab, and roles on the Select role tab.
From the menu, select Settings.

The users and roles you selected in the Select user and role window appear in the List of users or roles having permissions in the Edit permission window.
Select the initial person in charge of status.

On the Status permission tab, click (icon to set the initial person in charge of status) for the user or role to be set as the initial person in charge of status. When clicked, this icon changes to , which indicates the initial person in charge of status, and the selected user or role is set as the initial person in charge of status. If you want to clear the setting of the initial person in charge of status, click the icon. When clicked, the icon changes to (icon to set the initial person in charge of status), and the setting of the initial person in charge of status is cleared. If you do not want to set the initial person in charge of status, skip this step.
As needed, select another access permission in the Edit permission window and repeat steps 5 and 7 in the Select user and role window.

Add users and roles for each access permission.
From the menu in the Edit permission window, select Register.

Access permissions are assigned in the manner you specified, and you are returned to the main window (Item list).