Edit an Application Policy

Application Policies determine how users are allowed to interact with the Eclipse PPM application as a whole. They are often reserved for users that are expected to be more than just Resources on Projects and Tasks, such as administrators. Members of these policies will be given the ability to interact with Eclipse PPM components outside of specific Projects.

Once created, administrators can edit Application Policies at any time.

Note: Users must logout and back into Eclipse PPM in order to receive any updated permissions. Be sure to notify them once you save your policy.

Tip: If you are only interested in editing the members list of an Application Policy, see this page instead.

 

To edit an Application Policy:

Before You Start: Users require the "Users Administration" permission from an Application Policy to edit Application Policies.

  1. Select the Administration icon from the Icon Bar.

  2. Select Policies from the "Security" menu.

  3. Select the drop-down button of the Application Policy you would like to edit.

  4. Select Edit Policy.

  5. Edit the Application Policy. Select which component(s) you would like to edit to learn more:

    Enter a new title for the policy into the "Policy Name" field.

    Tip: Do your best to relate the name to the type of responsibilities that will be given to the policy's members. This will make it easier to add members to the policy in the future.

    If you are not already on it, select the "Permissions" tab.

    Select the checkboxes of the permissions you would like to distribute to the policy's members.

    Note: If certain checkboxes are checked and grayed out, it means the permission is already covered by another selected checkbox. For example, selecting the "Manage Project Templates - Allow" permission will automatically select the "Create Project Templates - Allow" permission. This is because the "Manage Project Templates - Allow" permission allows users to create Project Templates as well, so the "Create Project Templates - Allow" permission is already covered.

    Tip: Click directly on any permission to see a quick description of its benefits:

    Tip: Use the Check All and Uncheck All buttons to speed up the process.

    Select the "Members" tab.

    Type the name of a user or User Group into the text box and select it from the suggestion list to add it to the policy. Repeat this until all of your desired users and User Groups have been added.

    Note: When a User Group is added, every member of the group will receive the Application Policy's selected permissions. If new members are added to a User Group later on, those members will automatically inherit the permissions of any policies that the User Group belongs to.

    Remove any users or User Groups from the policy by selecting the X icon next to their names.

    Select the "Description" tab.

    Enter a description of the policy's objective.

    Tip: Try to make the description as informative as possible to help other administrators determine which users and User Groups should be included or excluded.

  6. Select the Save button.

After selecting Save, your changes to the policy will be saved to Eclipse PPM.

Note: Users must logout and back into Eclipse PPM in order to receive updated permissions. Be sure to notify them once you save your policy.