Restricting access to views

A view is available to the user or user group you selected when you created it. Follow this procedure to make a view available to other users or user groups.

image1 See it in action

If a user belongs to more than one group, that user will have access to the views available to both groups.

  1. Go to File > Board Setup.
    The Board Setup window opens.

  2. From the Board Type drop-down list, select the type of view with which you want to work.

  3. To locate the view, from the user tree, select the user or user group that currently has access to this view.

    image2

  4. From the grid, select the view to which you want to restrict access.

  5. Click Access.
    The Planning Board Security window opens.

    This example indicates the view was set up for all users.

    image3

  6. Assign the user or user group.

    Note: You must have at least one assignment for a board view. Therefore, you must add the new user or user group before you can delete the existing assignment.

    1. Click Add.
      A new row is added to the list.

      image4

    2. From the AssignType list, select one of the following:

      • User - to assign the view to a user ID

      • Group - to assign the view to all users in a user group

    3. From the AssignValue list, select the user or user group.

    4. Select FULL.

      Note: Although the AccessLevel column is not functional, you must make a selection to save the assignment.

    5. Repeat these steps for each user or user group as applicable.

  7. If the view was set up to allow access to the user group ALL, and you are restricting access to fewer users, remove it.

    1. Select the GROUP/ALL row.

    2. Click Delete.
      A confirmation message is shown.

    3. Click Yes.

  8. Click Close.

  9. On the Board Setup window, click Save and then OK.