Access Groups Overview
An access group is a container that determines what information users can access. Access groups can be assigned to all areas of a project, including classes, process models, projects, reference tables, layouts, metrics, templates, quick grids, and planning elements in Accolade Innovation Planning.
Access groups restrict project and information access in the following areas:
- Reporting in Accolade Office Extensions and Accolade Online Reporting
- Upcoming Gates
- Reference Tables
- Planning Elements in Accolade Innovation Planning
- Portfolio Optimizer Scenarios
- Classes
- Process Models
- Layouts
- Deliverables and Activities
- Metrics
- Matrices
- Templates
- Quick Grids
- Workflows
- Functions
- Search
Note: A user still has access to a project through search if the user is a member of the project team, even if the user does not have access group access.
These areas only display project data for access groups to which a user belongs. The access group settings in a user's account must match the settings for a project, reference table, or planning element for information access. However, an access group assignment does not restrict who can be added a project team, unless the Enforce Project Security for Add Team Member system parameters is enabled
See the following to get started:
- Access Group Best Practices
- Designing the Access Group Hierarchy
- Creating Access Groups
- Access Group Propagation Reference
- Granting Access Group Permissions to Users
- Restricting Configuration via Access Groups Overview