Using Resource Management to Control User Security

You can associate users with security groups by including them in an organization model definition. Use the PPM resource management capabilities to place a user into a model that includes security and access information. For information on how to do this, see the Resource Management User Guide.

To define a security group to use the members of an organization unit:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Sys Admin > Security Groups.

    The Security Group Workbench opens.

  4. Click New Security Group.

    The Security Group window opens.

  5. On the Users tab, in the Membership section, select Determined by Organization Unit.

    A dialog box opens and displays a message that explains that the group membership is to be determined by the organization unit to which the group is linked (and not users that you added to this tab), and prompts you to indicate whether you want to continue.

  6. Click Yes.

    Note: If you select an organization unit to control user access to the security group, any users in the Users list are replaced by the members of the organization unit.

  7. Select the organization unit.

  8. Select one of the following:

    • To include only direct members of the specified organization unit, and exclude its child organization units, select Direct Members Only.

    • To include members of this organization unit and its child unit, select All Members (Cascading).

      For example, suppose your Quality Assurance organization unit consists of the Testers and Bug Fixers sub-units. If you elect to include members of child organization units for the Quality Assurance unit, then the list of users contains all of the resources defined in each of the units (Quality Assurance, Testers, and Bug Fixers).

  9. Click OK.

For information about how to associate users with an organization model, see the Resource Management User Guide.