You manage permissions for a security policy on the Permissions for <security policy> page.

See Creating a security policy.

To set the permissions for a role in a security policy, you use a set of tables. There is a different table for each marketing object type (plan, program, etc.). The table columns present all of the roles in the security policy, and the rows represent features or options, grouped by the tab on which they are accessed.

When you configure security for projects or requests, you also select a template. When you do, extra columns display for each project role that is defined in the template.

The permissions that you configure for security policies control access throughout all the functions of Unica Plan.

For example, the results of searches are constrained by access rights: if a user does not have access to the Workflow tab of a specific project, tasks from that project do not display in the All Tasks search. Additionally, if a user does not have the ability to add attachments to a project, that user does not receive the alerts that are triggered when another participant performs an attachment task.

The security policy in effect at a given time for a given object (project, plan, or program, for example) depends on the security policy that is specified by the object's template. For example, when template developers create project templates, they specify the security policy on the template Summary tab. Then, when projects are created from that template, access to those projects is determined by the security policy that is specified in the template.