Scope Setup for a User

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.

Note: The Master Administrator User cannot be Scoped. This ensures that the Master Administrator is not scoped to a Site and therefore has complete access.

This article covers how to setup scoping for a User.

Note: Upon creation, the new User, by default, does not have any site associated to it.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Users.
  4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

    Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

  5. From the User Edit navigation bar, click Scope (located under the Others section).
  6. Choose the selection box(es) to the left of the Site(s) to associate to the User.
  7. Click the Add button.
  8. View the associated Site(s) in the Associated Site section.

    Note: When there are no sites associated to the User, it is visible and accessible to all other Users. For more information see Scoping.

  9. Click Back to return to the previous page.
  10. Click Save to apply your changes.