Securing Metrics by User Role

Your company may have confidential metrics, such as those that contain financial data, which you want to keep secure, and ensure are only available to authorized users. Securing metrics allows you to create metrics that are only visible to a specific set of user roles.

Consider the following when assigning user role visibility settings to metrics:

• If multiple roles are assigned to a metric, a user only needs one of the assigned roles to access the metric.
• If a user does not have one of the assigned roles, the metric is hidden from any place it displays within Accolade. For example project pages, status reports, quick grids, Planning views, and Portfolio Optimizer. Consider using a combination of metrics restricted by user role and deliverables restricted by user role to achieve the correct level of security within a project. See Adding Deliverables and Activities to Process Model Stages for information about restricting a deliverable to a specific set of user roles.
• If a user does not have one of the assigned roles and the metric is included in a report created with the Accolade Office Extensions add-in or in Accolade Online Reporting, the metric value in the report is blank. However, the metric value is available in reports created using Dashboards for Accolade.

• If a metric is set as required on project creation, ensure that Process Managers are granted visibility to the metric. Without visibility, the Process Manager is unable to create projects using features that contain the required metric.

• Ensure metrics that are set to edit within a project are visible to the user roles that needs to update those values.

To secure a metric by user role:

1. From the System menu, select Content Sources > Metrics.

To narrow the metric list, search by the metric name, system name, or category.

2. Do one of the following:

• To add a new metric - Click Add New in the upper right corner of the page.
• To edit an existing metric - Click the name of the metric to open it for editing.
• To create a metric based on an existing metric - Click in the Copy column to create a copy that can be used as a base to build a new metric.

3. Create any metric type.
4. In the Restrict to These Roles field, select the user roles that have visibility to the metric.

To leave the metric open to all user rules, leave all user roles unchecked or check all the user roles.

5. Click Apply to save your changes.

Notes:    If a quick grid is set to create and publish PDF versions and also contains secured metrics, the PDF versions display the metrics regardless of the security settings. That is, the generated PDFs do not respect metric security and can be viewed by users who may not have the user roles to view specific metrics. Do not select Publish PDF in the quick grid configuration if you want to ensure the security of certain metrics. See Creating Quick Grids for more information.