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:
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Log on to PPM.
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From the menu bar, select Open > Administration > Open Workbench.
The PPM Workbench opens.
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From the shortcut bar, select Demand Mgmt > Request Types.
The Request Type Workbench opens.
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Click List.
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Open the request type with fields that you want to configure.
The Request Type window opens.
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Click the Fields tab.
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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.
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Click the Security tab.
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Click Edit.
The Edit Field Security window opens.
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Clear the Visible to all users checkbox.
Note: This also clears the Editable by all users checkbox.
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In the list under Select Users/Security Groups that can view this field, select one of the following:
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Security Group
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Username
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Standard Token
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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.
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Select the security groups, usernames, or tokens to control access to the step.
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Click the Add arrow to add the selection to the table on the right.
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Click OK.