Field Window: Security Tab

Use the Security tab to set view and edit access for a specific user list.

To limit field visibility and editability to a specific group of users:

  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 Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  4. Click List.

  5. Open the request type with fields that you want to configure.

    The Request Type window opens.

  6. Click the Fields tab.

  7. To view the fields associated with the request type, in the Prompt column, expand the listed nodes.

    Double-click the row that displays information about the field you want to configure.

    The Field window opens.

  8. Click the Security tab.

  9. Click Edit.

    The Edit Field Security window opens.

  10. Clear the Visible to all users checkbox.

    Note: This also clears the Editable by all users checkbox.

  11. In the list under Select Users/Security Groups that can view this field, select one of the following:

    • Security Group

    • Username

    • Standard Token

    • User Defined Token

      The value you select from this list updates the other fields in the window. For example, selecting Enter a Username changes the Security Group field label to Username.

  12. Select the security groups, usernames, or tokens to control access to the step.

  13. Click the Add arrow to add the selection to the table on the right.

  14. Click OK.