The security and access control permissions of the Work Items can be managed through:
This article details how to manage Work Item security using Tab Security, Security Profiles, and the Work Items Audit Trail.
Tab Security:
The Work Items tab can be Hidden or Locked based on the Tab Security setting under Setup > Organization > System > Security > Security Profile.
For further details refer to Setting the access rights to Project tabs.
Security Profile
Work Item Workflow Roles and Work Item Workflows security permissions with View/Modify/Create/Delete rights can be granted from the Setup > Work menu of a Security Profile edit page. These permissions allow users (typically system Administrators) to create and manage the Work Item Workflows.
For further details refer to Allowing Users to create/manage Work Item Workflows.
Can attach documents to Work Item Entries security permission with Yes/No rights can be granted from the Entry > Document menu of a Security Profile edit page. This permission allows users to create and manage attached Documents and Links.
For further details refer to:
- Allowing Users to attach Documents to Work Item Entries
- Allowing Users to create/manage Work Item Workflow Roles
Work Items Workflows security permission with View, Modify, Create, Delete, Next state assignment only and Assign rights can be granted from the Workflows menu of a Security Profile edit page (Workflows > Work Item Workflows). These permissions allow users to create and manage the Work Item Entries.
For further details refer to Allowing Users to create/manage Work Item Entries.
Note: By default, the Work Items Workflows rights are granted to the Administrator security profile only.
Can delete other Users’ comments on Work Item Entries and Can edit other Users’ comments on Work Item Entries security permissions with Yes/No rights can be granted from the Setup > Work menu of a Security Profile edit page. These permissions allow users to delete and/or modify other Users’ comments.
For further details, refer to Allowing Users to delete/edit other Users’ comments on Work Item Entries.
Audit Trail
Description: New Audit Trail options have been added under the Setup > Work menu of the Audit Trail (Setup > Organization > System > Security > Audit Setup) allowing you to track changes made to the Work Items and Work Item Workflows.
Furthermore, when the Work Item Detailed Auditing option, available under Setup > Work within the Audit Trail settings is turned on, changes made to the Work Items can be tracked and available on the History page.
Note: The Deletion of Linked Item(s) such as an Issue associated to a Risk, is only tracked within the Audit Trail and is not displayed within the History tab.
For further details refer to