Configuring View and Edit Access Grants for Request Creators

The View and Edit access grants for the creator of a request are configurable. You can restrict the creator's permissions on a request by configuring these access grants.

This is typically used in scenarios like the following:

  • The request creators are assigned a new role that should not have enough permission to view or edit the requests they created.

  • You delegate the creation of a request to someone who should not be able to view or edit the request after it is created.

To configure the View and Edit access grants for the creator of a request,

  1. Open PPM Workbench, and then select Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Open the corresponding request type.

    The Request Type window opens.

  3. Click the User Access tab. Note that the View and Edit access grants for the Created By participant are configurable.

  4. Select or clear the checkboxes for these access grants according to your business needs.

    By default, the View and Edit access grants are selected.

    If you uncheck these two access grants, the request creator cannot view or edit the request unless other security settings provide the creator with the View and Edit access grants to the request.

    Note: Currently, this enhancement is only available for PPM Center version 8.03, version 9.10 and later. Request types migrated from other versions do not support this feature.