To edit an access policy in Projectal, follow these steps:

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Access Policies button to display the Access Policies screen.
3. Click the Edit button on the Access Policies screen toolbar.
4. This will display the Edit Access Policy screen.

Name

Enter the name of the access policy.

ID

Enter an optional identifier of the access policy.  It could be the short code for the access policy.

Description

Enter a description for the access policy.

Select All

Click Select All to select all the permissions in the list.  Selecting all permissions will provide full access to all features and data in Projectal.

Select None

Click Select None to deselect all the permissions in the list.  Selecting no permissions will provide no access to any feature or data in Projectal.

Search

Enter text to quickly find permissions that you wish to configure.

Example: Enter "book" and only Booking will be displayed in the permissions list.

Permissions

Select the permissions that you wish to define in the access policy.

There are two type of permissions:

• Action Permissions
• Field Permissions

Action Permissions

Action permissions control what a user can do in Projectal.  They are defined for each entity by the following actions:

• Add: When checked, you can add new entities.
• Edit: When checked, you can edit existing entities.
• Remove: When checked, you can delete existing entities.
• View: When checked, you can view existing entities.

When the Add permission is checked, then it also requires the Edit permission to be checked.

When the Edit permission is checked, then it also requires the View permission to be checked.

Example: Sally is not permitted to add projects, so the Add checkbox is unchecked for the Project entity. 

Example: Mary is not permitted to edit or delete tasks, so the Edit checkbox is unchecked and the Remove checkbox is unchecked for the Task entity.

Example: John is not permitted to view rebates, so the View checkbox is unchecked for the Rebate entity.  This also unchecks the Add and Edit checkboxes for the Rebate entity.

Field Permissions

Field permissions control what data from each entity that a user can add, edit or view whilst using Projectal.

Example: Artists at a creative studio are not permitted to view salary information of staff or financial information about projects.

Click the Field Permissions button next to Add to control what data a user can add in Projectal.  This lets you set any of the data fields to be editable or read-only in Projectal when adding entities.

Click the Field Permissions button next to Edit to control what data a user can edit in Projectal.  This lets you set any of the data fields to be editable or read-only in Projectal when editing existing entities.

Click the Field Permissions button next to View to control what data a user can see in Projectal.  This lets you hide or show any of the data fields that you see in Projectal. 

Note: Turning on/off field permissions for View will hide/show these data fields on all Projectal screens. 

Note: Turning on/off field permissions for Add will make these data fields either editable or read-only on all Projectal screens when adding entities. 

Note: Turning on/off field permissions for Edit will make these data fields either editable or read-only on all Projectal screens when editing ex. 

Tip: When the Field Permissions button has a red dot next to it, this indicates that there are field permissions for this entity that have been turned off.  This indicator is a quick way to see where certain field permissions have been turned off in the list of permissions. 

Edit Field Permissions

The Edit Field Permissions screen lists all the data fields for the selected entity.  You can select which data fields you wish to permit for viewing and editing - depending if you clicked the Field Permissions button next to View or Edit.

Select All

Click Select All to select all the data field permissions in the list.  Selecting all data field permissions will provide full access to all data fields for that entity.

Select None

Click Select None to deselect all the data field permissions in the list.  Selecting no permissions will provide no access to any data field for that entity.

Search

Enter text to quickly find data field permissions that you wish to configure.

Example: To find all the financial related fields, enter "cost" or "pay" and it will list the data fields relating to costs and pay amounts (salaries) in the data field permissions list.  When changing the View field permissions, uncheck these fields to hide the financial fields.  When changing the Edit field permissions, uncheck these fields to make the financial fields read-only.