Configuring the user visibility option for security roles
When users create programs, plans, projects, and so on, they specify which users or teams are participants and, for projects, which users or teams are assigned the project roles. By default, there are no restrictions on which users or teams can be added as participants or assigned a project role.
If you configure the user visibility feature for a security role, you can restrict the list of users that appear in the Select Team Members or Select Member Access Levels dialog box for users with that security role.
1.
Select
Settings >
Operações de Marketing
Settings > Security Policy Settings
.
2.
On the Security Policy Settings page, scroll to the appropriate security policy and select the role. The User Visibility page appears.
3.
From the list of user groups and teams, select the appropriate groups or teams and then click the arrow button to move them to the list on the right. People who have this security role can select only those users who belong to the user groups in the list on the right when they add participants or assign project roles.
When the selection box on the right is empty (the default case), there are no restrictions and users in this role see all groups and teams when adding participants or assigning project roles.
4.
Click
Save Changes
. The
Security Policy
page appears.
5.
Repeat steps 2 through 4 for each security role you want to configure.
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