Overview of Project and Task Security

This section addresses the data and process security related to creating and processing projects in Project Management. Configuring this data and process security typically involves changing several settings, including licenses, access grants, entity-level settings, and field-level settings. This section provides information about the settings required to secure the specified actions or data.

The screen and function access that access grants provide is cumulative. To restrict certain screen and feature access, you must remove the user from any and all security groups that have that access.

To see all security groups that are assigned specific access grants, use the Access Grants tabs in the User window. You can then:

  • Remove the user from the security group (using the Security Group tab in the User window).

  • Remove the access grants from the security group (in the Security Group window). Do this only if no one in that security group needs the access that this access grant provides.