To restrict the list of users that display in the Select
Team Members or Select Member Access Levels dialog
for users with a given security policy role, you configure the user
visibility feature for that role.
About this task
When users create programs, plans, projects, and so on,
they specify which users or teams are participants and, for projects,
which users or teams are assigned the project roles. By default, there
are no restrictions on which users or teams can be added as participants
or assigned a project role.
Procedure
- Select Settings > Marketing Operations Settings
> Security Policy Settings.
- On the Security Policy Settings page,
scroll to the appropriate security policy and click the name of the
role. The Role: <role name> page
displays for user visibility selection.
- From the list of user groups and teams on the left, select
the groups or teams that you want users with this role to see in the
list and then click >> to move them to the
list on the right.
When users who have the selected role
add participants or assign project roles, they select from the set
of users who are in a group in the list on the right.
Note: When the
selection box on the right is empty (the default case), there are
no restrictions and users who have this role see all groups and teams
when they add participants or assign project roles.
- Click Save Changes. The Security
Policy Settings page displays.
- Repeat steps 2 through 4 for each role that you want to
configure.