Restricting Configuration for Deliverables and Activities

Restrict who can view and edit deliverables and activities by assigning the deliverable or activity to one or more access groups. Process Designers with matching access group permissions set in their user profile will be able to view or edit the deliverable or activity.

Note:  The access groups that display for selection are based on your access group permissions as defined in your user profile. Additionally, access group settings for the deliverable or activity must match the user permissions of other Process Designers in order to display for them. For an overview of how to use access groups to restrict configuration components, see Restricting Configuration via Access Groups Overview.

Deliverables and activities inherit the access group visibility assigned for the model. All deliverables and activities on the model display regardless of their individual access group assignments.

To restrict deliverable and activity configuration:

1. From the System menu, select Process > All Models and select the model to edit.
2. Do one of the following:

• To add a new deliverable - In the Model tree, click next to the stage to add the deliverable to.
• To add a new activity - In the Model tree, click next to the deliverable to which the activity applies.
• To edit an existing deliverable or activity - Expand the stage or deliverable within the Model tree and select the deliverable or activity.

3. Select the access group(s) to which the deliverable or activity belongs.

The access groups displayed are based on the current user's access group permissions. Only access group(s) to which you have Edit permissions are selectable. Parent access group information is visible for access groups to which you have View permission.

The deliverable/activity is selected to the highest level access group listed by default. Note that the deliverable/activity is only added to access groups that are checked. It does not propagate to child access groups unless those child groups are checked.

Process Designers with matching access group permissions will be able to navigate to and edit the deliverable and activity, depending on their individual access group permissions.

4. Click Apply to save your changes.