Assigning Roles to Project Pages

Within a project, you may want to restrict visibility to a project page based on a user's assigned Accolade roles. For example, you may have a layout that displays information that is pertinent to Executives or Gatekeepers who are making decisions about the course of a project, but that information should not be displayed for other team members.

You may also need specific project team members to be able to edit metric and matrix data in layouts based on their assigned Accolade roles. For example, you may have a layout that requires Executives to add comments about a project, or you may have a layout that requires Financial Specialists to edit values in a dedicated layout.

Process Designers can apply roles requirements at the process model level to any custom project page layout.

To allow roles to view a project page layout:

1. From the Process menu, select Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Click the Pages tab and navigate to the Pages & Layouts section.

The current list of available project page layouts is displayed.

3. Locate the project page layout you wish to assign roles to. Click on the corresponding Can View column.

4. In the dialog box, select the roles the project page layout must be available to when viewed within a project based on this process model.

5. Click Done.

The selected roles will display in the Can View column for the selected project page layout.

6. Click Apply to save your changes.

To allow roles to edit data in a project page layout:

1. From the Process menu, select Models and create a gated, non-gated, or an idea model, or select the model to edit.
2. Click the Pages tab and navigate to the Pages & Layouts section.

The current list of available project page layouts is displayed.

3. Locate the project page layout you wish to assign roles to. Click on the corresponding Can Edit column.

   All roles assigned rights to view the project page layout will appear in the dialog box (except the Read Only role, which does not have the ability to edit and is not listed). If a role is not assigned to the Can View column, it will not appear here.

4. In the dialog box, select the roles of the project team members that require the ability to edit data in the project page layout when viewed within a project based on this process model.

   In addition to the selected roles, by default, if a layout can be viewed by the Project Manager of the project, Process Managers with Manage Process rights on the project, and Project Team Members with Extended Edit Rights on the project, the layout can also be edited by them.

5. Click Done.

The selected roles will display in the Can Edit column for the selected project page layout.

6. Click Apply to save your changes.

Notes:    To edit an existing role assignment, click on the displayed list of roles and make changes as necessary. To make the project page layout visible or editable for all users, select all roles in the appropriate list. All roles can view a project page layout that is selected as the landing page for projects based on the process model.