Edit 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 edit a project policy template

  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. Under Project Policy Templates, click the arrow next to the required project template. A drop-down menu is displayed.

  1. Select Edit Policy. An Edit Policy dialog box is displayed.
  2. In the Policy Name field, edit the name as required.
  3. Under the Permissions tab, select to edit the Allow options required.

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, add or delete users or user groups as 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.

  1. Click the Description tab.

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