Restricting Individual Project Teams to Respect Security

Typically, any Accolade user with the correct user roles can be assigned as a member of a project, regardless of whether they would otherwise have access to the project. However, it may be necessary to restrict the users that can take part in a project based on their access group, security list, and security profile definitions. For example, if your company is moving intellectual property between countries or regions, you may require tighter security around who can be assigned to a project.

Process Designers can set the Enable Project Security option in a process model to restrict who can be added to projects that use the model. However, any existing projects that use that model are not updated. Process Managers with Manage Process rights can set the Enable Project Security option within a project to automatically remove users who do not meet the required security. Setting this option also prevents the addition of users to the project team who do not meet the security requirements. As a user's security settings change, they are removed from projects that do not match their security settings.

Note:  The Enable Project Security for Add Team Member system parameter restricts the addition of team members and project managers to a team based on security. The Enable Project Security option on the model and project further restricts the addition of other team members, such as gatekeepers and document reviewers on the individual project.

To restrict individual project teams to respect security:

1. Display the project.
2. Click in the upper right corner of the page and select Edit Details.
3. Check the Enforce Project Security box.
4. Click Save to apply the setting.

Any users that do not meet the security requirements for the project are automatically removed.

Notes:    If Enforce Project Security enabled on a project, users are also removed when their access group, security list, or security profile settings change and no longer match the security settings for the project. Depending on your system's configuration, updates to visibility and security may be done on a custom project page.