Setting Planning Element Security

For each element, define access group assignments and security list assignments that restrict who can view and interact with the planning element within Innovation Planning. Users must be assigned to the access groups and have matching security assignments to view the element and any of its potential children within any view.

Note:  To change the security settings on an element, you must have the Process Manager role with Manage Process rights for the access group level assigned to the element.

Elements added to a child board inherit the access group assignments from the parent element.

To set a planning element's security:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Hover over the element and click to open the element for editing.

4. Open the Security tab.
5. In the Access Group field, select the access group to which this element applies.
6. If security lists are enabled, select the options within the security lists that apply to this element.

7. Click Done to apply your changes.

Notes:    Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.