Preparation - Manager level configuration

Prior to using Limited Access, there are 2 configuration items to check. You need to verify if Manager-level is the current limited access configuration - and switch if necessary. You also need to review the option to automatically assign limited access when new items are created.

Verify the current limited access operating mode:

1. Select Security from the menu (Menu > Views tab > Security).

2. Select the Limited Access tab.   

3. Expand the Options window at the very bottom by clicking on the expand button.

1. • If the label next to the first check box is “Switch to hierarchy-based limited access mode”, then you are currently in the Manager-level operating mode and no changes are required.

   • If the label shows “Switch to manager-level limited access mode”, then you are currently in the hierarchy-based mode and must switch operating modes.

Limited Access configuration options

Establish the default assignments for new items:

The status of the second checkbox “Grant access automatically to all new Projects, Tasks, Task Groups, Employees, Teams” determines if and how limited access assignments are automatically created when new items are added.

Checked:

• When a new project, task, task group, employee or team is added, the item is automatically assigned to all managers.

Unchecked:

• When a new project, task, task group, employee or team is added, only the person who created the item is assigned. All other managers requiring access to the new item must be assigned manually.

1. Check or uncheck the option.

2. Click the Apply button.

3. Acknowledge the Warning message by clicking OK.