Access to the various elements in Tabsters is via rights that can be assigned individually or en masse via user groups.
There are two types of right in Tabsters:
- Access rights to various elements such as portfolios, the Communications tab and custom fields
- Module access rights.
The user will be able to perform different actions depending on the rights assigned to the elements.
On Tabsters, there are four types of rights:
- The Administration right allows the user to make modifications to the element concerned, but also to grant rights to other users. It is the highest right that exists on an element. Administration rights are granted by default when you create an element, such as a new project portfolio.
- The modification right allows the user to make changes to the element concerned, such as modifying data or adding level lines to a Roadmap, for example.
- The read right allows the user to view the element without being able to modify it.
- The "No access" right means that the user can neither modify nor view the element concerned in the environment. This right, or lack of right, is assigned by default to all users when an element is created in Tabsters. To enable a user to view or modify an element, it will therefore be necessary to assign one of the above rights.
Bear in mind that if you want a user to be able to access an element, he or she must at least have read rights to it. Otherwise, the user will not be able to access it.
Finally, there are three types of module access rights, all issued by key users of the environment:
- Right-click on the Environment module to access custom fields and axis values.
- Right-click on the Administration module to access the list of users in the environment.
- Right-click on the cost tracking module, which gives access to the budget tabs in the various project levelsproject portfolio, global project portfolio , Project, Global project).
