Specifying User Privileges for Acting on Task Content

You can specify the privileges that specific users (such as the task creator or owner) have for acting on specific task content (such as a payload).

To specify user privileges for acting on task content:

  1. Click the Access tab.
  2. Click the Content tab.
  3. Select the task content for which to specify access privileges, as shown in Figure 29-57.

    Figure 29-57 Configure Task Content Access

    Description of Figure 29-57 follows
    Description of "Figure 29-57 Configure Task Content Access"
  4. Assign privileges (read, write, or no access) to users to act upon task content. A user cannot be assigned a privilege above their highest level. For example, an ADMIN user cannot be assigned write access on the PAYLOAD task content. Table 29-17 shows the maximum privilege each user has on task content.

    Table 29-17 Highest Privilege Levels for Users of Task Content

    Task Content Individual with Read Access Individual with Write Access

    Assignees

    Admin, Approvers, Assignees, Creator, Owner, Reviewers

    --

    Attachments

    Admin, Approvers

    Assignees, Creator, Owner, Reviewers

    Comments

    Admin, Approvers

    Assignees, Creator, Owner, Reviewers

    Dates

    Admin, Approvers, Assignees, Creator, Owner, Reviewers

    --

    Flexfields

    Admin, Approvers, Reviewers

    Assignees, Creator, Owner

    History

    Admin, Approvers, Assignees, Creator, Owner, Reviewers

    --

    Payload

    Admin, Approvers, Reviewers

    Assignees, Creator, Owner

    Reviewers

    Admin, Approvers, Assignees, Creator, Owner, Reviewers

    --

    Payload elements

    Inherited from payload

    Inherited from payload

    For example, if you accept the default setting of ASSIGNEES, CREATOR, and OWNER with write access, ADMIN, APPROVERS, and REVIEWERS with read access, and PUBLIC with no access to the PAYLOAD task content, the dialog box appears as shown in Figure 29-57.

  5. Select the method for displaying task content in this dialog box. Choosing the currently unselected option causes all settings to reset to their default values.
    • Coarse grained (default)

      Displays the task content as a whole (for example, displays only one payload or reviewer).

    • Fine grained

      Displays the content as individual elements (for example, displays all payloads (such as p1, p2, and p3) and all reviewers assigned to this task (such as jstein, wfaulk, and cdickens).

Note:

Access rules are always applied on top of what the system permits, depending on who is performing the action and the current state of the task.