Role and access restrictions on projects

Karine_M
Tera Guru

Hi all,

 

We are starting with the SPM module.

 

I have the following use case:

A user named Peter is the project manager for project A (full access).

 

He needs to be able to collaborate on project B (access to tasks with write permissions and, but without being able to modify general project information).

 

He needs to be able to view (read-only) project C.

 

Is this type of configuration possible natively? If so, how do I implement it?


If I grant Peter the "it_project_manager" permission, my user can modify all the projects he has access to.

 

Regards,

Karine

3 REPLIES 3

fknell
Tera Guru

Hi @Karine_M,

Yes, this type of configuration is possible natively, use the SPM‑specific roles plus ACLs to differentiate access across projects. Meaning use an ACL on pm_project to prevent Peter from editing Project B’s general information while still allowing him to edit tasks.

 

Hope this helps addressing your requirements...

Hi @fknell ,

 

Okay, so we need to create specific ACLs for each project?

So it's not natively possible to configure project editing only for the project manager it's attached to.

 

Ragards,

Karine

No, you should create a generic one, that sets the fields to read-only if the project manager is not the project manager associated with the project record.