Subject category: Permissions
News feed for this listing: Syndicate content

Project Security

Default Project Security Roles are configured by your organisation during implementation. On an individual Project level, individuals with the appropriate permissions (e.g. project managers) can manage role permissions for the individuals assigned to their Project, and for 'guests' to the Project.

Security Configuration Workshop

This Configuration Workshop paper is one of a series that we will work through with you in order to finalise the configuration of your populated database prior to training and roll-out.

Restricting Project Access

There may be individuals in your organisation (e.g. contractors) who should only see Projects to which they're assigned. You can quickly make this so.

Setting Permissions for Project Financials

Permissions to create, delete and edit Project Financials are managed via the Project Menu, accessible from the Project Snapshot.

The 'Timesheet User' Resource Type

Users who have been assigned the 'Timesheet User' Resource type can log in to i-lign, but are limited to accessing their own Timesheet and the Tasks assigned to them.

Setting Permissions for Using and Managing Timesheets

Anyone who needs to complete a Timesheet can view and edit their own. Permissions to approve, export and import Timesheets is determined in Business Configuration.

Setting Permissions to View, Modify and Approve Priorities

Users need the following permissions in order to assign and approve Priorities in i-lign. Your organisation's i-lign administrator will set up the permission to Approve projects, but the permissions to View and Modify Priorities can be limited or assigned on a project-by-project basis.

Setting Permission to Generate Programme PDF Reports

Users with the appropriate permissions can run and customise i-lign Programme and Project PDF Reports on an ad hoc basis, but only users who have the Configure Templates permission can make them available in the Saved Report Templates shared list.

Setting Permissions to Access and Create Programme Reviews

To give users the ability to create and / or access Programme PDF Reports, an i-lign Administrator who has the permission to edit Organisation Security Roles needs to

Setting Permissions for Activities

Activities provide a rapid entry method to capture and manage short, simple pieces of work that don't require the full overhead of a project.