Enabling Users to Create Requests
You can use the User Access tab in the Request Type window to determine which users can create requests of a specific request type. You can enable all users with required access grants to create a specific request type, or enable only certain users to create requests of a specific type.
The User Access tab can include multiple lines that grant access to create or process the requests. A user who meets any of the requirements listed on the tab can perform that action in the request.
To enable all users to create and submit a specific request type:
-
Log on to PPM.
-
From the menu bar, select Open > Administration > Open Workbench.
The PPM Workbench opens.
-
From the shortcut bar, select Demand Mgmt > Request Types.
The Request Type Workbench opens.
-
Click List.
The Results tab lists all existing request types.
-
Double-click the row that displays the request type that you want all users to be able to create.
-
Click the User Access tab.
-
In the All Users row, select the Create checkbox.
-
Click Save.
To enable only members of a specific security group to create requests of a specific type:
-
On the User Access tab, in the All Users row, clear the Create checkbox.
-
Click New.
The Participant Security window opens.
-
In the list at the top of the window, leave Enter a Security Group Name selected.
-
In the Security Group field, provide the name of the security group that you want to enable to create requests of the selected type.
-
Click OK.
The User Access tab now lists the selected security group.
-
Click Save.
To enable specific users to create a request:
-
On the User Access tab, in the All Users row, clear the Create checkbox.
-
Click New.
The Participant Security window opens.
-
In the list at the top of the dialog box, select one of the following items:
-
Enter a Username. Restricts request access to the users you specify.
-
Enter a Standard Token. Control request security dynamically, depending on the value in a standard field. Select from a list of system tokens that correspond to a user or security group.
-
Enter a User Defined Token. Control request security dynamically, depending on the value in a custom field. Select any field token that corresponds to a user or security group.
-
-
In the field, which is labeled Username, Standard Token, or User Defined Token, provide one or more values (usernames or tokens).
-
Click OK.
The User Access tab now lists the items you specified.
-
Click Save.