Create Project Policy Template

Security page allows users to define the security on the project as well as view which users of the project have permissions - and which permissions they have. Project Policies are added to the project to define the level of access a user can have on a given project. Each policy contains a list of permissions and the members that receive these permissions. Policy Members can either be individual Eclipse users or they can be added via User Group.

To create a new project policy tempate

  1. On the left icon bar, click the Administration icon .
    The Administration page is displayed.

  1. Scroll down to the middle of the Administration page. Under Security, click Policies.
    The Application Policies page is displayed.

  1. On the right, click New Project Policy Template.
    A New Policy dialog box is displayed.

  1. In the Policy Name field, type the name required.
  2. Select the Project Creator Policy if it is required to be included.

  1. Under the Permissions tab, select to Allow the options required only.

Note: Select Check All to allow all selections for Project Administrator, Portfolio / Approval View, Note Contributor, PROFILE, EVALUATION, RISKS & ISSUES, FINANCIALS, SCHEDULE, RESOURCE, RESOURCE PLANNER, DOCUMENTS, SECURITY and WORKFLOW.

Note: You can select Uncheck All to remove all selections previously allowed for Project Administrator, Portfolio / Approval View, Note Contributor, PROFILE, EVALUATION, RISKS & ISSUES, FINANCIALS, SCHEDULE, RESOURCE, RESOURCE PLANNER, DOCUMENTS, SECURITY and WORKFLOW.

Note: Selecting Project Administrator automatically allows all the selections for Project Administrator, Portfolio / Approval View, Note Contributor, PROFILE, EVALUATION, RISKS & ISSUES, FINANCIALS, SCHEDULE, RESOURCE, RESOURCE PLANNER, DOCUMENTS, SECURITY and WORKFLOW. It grants user full control over the project, including the ability to delete it.

  1. Click the Members tab.

  1. In the Name field, type to add users or user groups.
    A list of suggested name(s) or user group(s) is displayed.
  2. Select the name(s) or user group(s) required.

Note: The Type is added in front of the name by default.

Note: You can click the Delete icon in front of the member name to delete it after it has been added.

Note: If a project policy has an Eclipse User Group as one of its members, ALL members of that User Group will receive the policy’s permissions for that project (even if they were not explicitly added as a resource on the current project).

  1. Click the Description tab.

  1. In the Description field, type a description as required.
  2. Click Save.