3.6.1 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 permissions window appears. This window is shown below.

Figure 3‒19: Edit permissions 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 you select an access permission, the users or roles that have the selected permission are shown under List of users or roles having permissions.

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

The Select user and role window appears, as shown in the following figure.

Figure 3‒20: Select user and role window

Select the users and roles that you want to add.

You can select users in the Select user tab, and roles in 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 Edit permissions window under List of users or roles having permissions.
Select the initial person in charge of status.

In the Initial person in charge of status tab, click the icon for setting the initial person in charge () for the desired user or role. When you click the icon, it changes to an icon representing the initial person in charge (), and the selected user or role is set as the initial person in charge. To cancel the initial person in charge of status setting, click the icon representing the initial person in charge (). When you click the icon, it reverts to the icon for setting the initial person in charge (), and the setting is canceled. Note that this step is necessary only if you want to set the initial person in charge of status.
As needed, select another access permission in the Edit permissions 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 permissions window, select Register.

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