The Access Policy screen is where you can add, edit, duplicate and remove access policies in Projectal.

Getting to the Access Policies screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Access Policy button to display the Access Policies screen.

Access Policies screen toolbar

The Access Policies screen toolbar has the following buttons:

• Add - to add a new access policy
• Edit - to edit the selected access policy 
• Delete - to delete the selected access policies
• Duplicate - to make a copy of the selected access policy 
• Quick Search - to search and filter the list of access policies using some text
• Filter - to search and filter the list of access policies using fields
• User Views - to save and recall your favorite user views on this screen

Editing Access Policies

Double-click on a cell to edit a value for the access policy.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Search for matching access policies using the Quick Search popup and some search text.  Or, search for matching access policies using the Filter popup and some associated fields.

Save your favorite list of access policies using the User Views popup.  Quickly recall saved user views using the User Views popup.