Scoping is a functionality that allows an administrator to define and limit what objects users have access to view through the association to a specific Site(s).
A Site, which is an object within the Organizational Breakdown Structure (OBS), can be a physical or virtual office or location, a department/division, or even a project. It is through this object that Scoping functions. Therefore, when required, through the creation of a site(s), users, groups, teams, clients, portfolios and projects that a particular user is permitted to view and access are clearly defined. As a result, Scoping enhances security, organizational efficiency/effectiveness, and can facilitate operations for a large or geographically dispersed organization.
This article covers associating a Site to a Group.
- From the Icon Bar click Setup
. - From the Navigation Menu click Organization.
- From the available options select Groups.
- Upon the Groups list page displaying, click View and choose the required option.
- Click the name of the Group you wish to edit, to access the Group Edit page.
- From the Group Edit page, click the Scope button to access the Associated Sites page.
- Click the box(es) to the left of the Site(s) to associate to the Group.
Tip: To narrow down the list of Sites you can search the list of Available Sites by Available Sites and Id. Whereas, the Selected Sites can be searched by Selected Sites only.
- Click the Add
button. - View the associated Site(s) in the Associated Site section.
- Click Back to return to the previous page.