Scope Setup for a Team

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 how to setup scoping for a Team.

Note: Upon creation, the new Team, by default, has no sites associated to it, therefore it is visible and accessible to all Users.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Teams.
  4. Click the name of the Team in the list to access the Team Edit page.
  5. From the General tab of the Team edit page, click the Scope button.
  6. From the Available Sites section, click the box(es) to the left of the Site(s) to associate to the Team.
  7. Click the Add button (>).
  8. View the associated Site(s) in the Selected Site section.

    Click a Group

  9. Click the Back button.