Restricting Configuration via Access Groups Overview

Use access groups to restrict reporting and configuration components within Accolade. Defining who can view and edit components in the system allows your company to establish corporate guardrails and mitigate risk of Process Designers accidentally making changes to items outside of their business group or division. Establishing an access group hierarchy and restricting edit rights within that hierarchy allows for configuration flexibility while still ensuring corporate standards for configuration are met.

A Process Designer might be able to view a corporate-level process model but not be able to edit it. They would, however, be able to edit components within the process model such as deliverables specific to their business unit or division. By segmenting configuration and restricting configuration edit permissions, you can ensure business units across your company follow corporate guidelines such as processes for process models while still granting autonomy at the lower division levels. When designing access group hierarchies, consider the corporate use of configuration and the local autonomy of employees that need to view and/or edit items within their business unit or division.

For example, Process Designer Sandy has access group view and edit permissions at the corporate level. She can view and edit configuration for the all the business groups and divisions in the organizational hierarchy. She might set corporate standards that apply across the organization.

Process Designer Jeff can only edit requirements for his business group and the divisions below. However, he has view access group permissions for the Electronics business group and corporate configurations so he can view configurations and collaborate across the organization.

Restricting configuration components is driven by the access group assignment of the configuration component and the access group assignment of the user. When assigning users to access groups, assign them additional view and edit permissions within the access group.

Configuration components that respect access group restrictions include all levels of process model and reporting setup, to include classes, process models, gate documents, layouts, deliverables and activities, metrics, matrices, templates, quick grids, workflows, functional areas and functions, online charts and reports, and Accolade Office Extensions reports.

See the following to get started: