Restricting Configuration for Gate Documents

Restrict who can view and edit gate documents by assigning the gate document 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 gate document.

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 gate document 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.

Gate documents 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 gate document 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 gate document - In the Component Tree tab, click next to the gate to add the gate document.
• To edit an existing gate document - Expand the gate within the component tree and select the gate document.

4. Select the access group(s) to which the gate document 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. However, parent access group information is visible for access groups to which you have View permission.

The gate document is selected to the highest level access group listed by default. Note that the gate document 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 gate document, depending on their individual access group permissions.

5. Click Apply to save your changes.