From the Security Groups view, limited access can be assigned to a limited number of views. As a general rule, setting limited access to a view means that the person assigned to that security group can only view or edit items (projects, tasks, task groups, teams, etc) for which they are the designated 'manager'.
This topic details what views are affected when limited access is applied.
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Notes:
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When Limited Access is set for Employees:
In Time Calendar, Items List - Employees, Reports Explorer, Timesheet Options, Update Employee Properties and Holiday Time Entry: The user will only have access to employees who belong to teams for which he/she is the designated manager, employees who belong to teams which don't have a manager and employees who don't belong to any team.
In the Project Assignments view: The user will be able to view all assignments, assign any task or task group to any project, but will only be able to assign employees (or edit employee properties) who belong to teams for which he/she is the designated manager, employees who belong to teams which don't have a manager and employees who don't belong to any team. The user will be able to assign teams (or edit team properties) for which he/she is the designated manager and teams which have no designated manager.
In the Quick Assign view: The user will be able to assign any task or task group to any project, but will only be able to assign employees who belong to teams for which he/she is the designated manager, employees who belong to teams which don't have a manager and employees who don't belong to any team. The user will only be able to assign teams for which he/she is the designated manager and teams which have no manager.
Example: For the security group called "Project
Consultant Security", limited access has been set for Employees.
As a result, all users assigned to the security level "Project Consultant
Security" will have limited access to employees, as detailed in the
text above.
When Limited Access is set for Assignments
In the Project Assignments and Quick Assign views: The user will only be able to view, create or modify assignments for the projects for which he/she is the designated manager and for projects which have no designated manager.
When Limited Access is set for Projects
In Budgeted Time & Costs, Actual Time & Costs, Budgeted Expenses, Project Approvals, Items List - Projects and Reports Explorer: The user will only have access to projects for which he/she is the designated manager and for projects which have no designated manager.
In Project Assignments, the user will have full assignment access to all projects, but will only be able to edit project properties for those projects for which he/she is the designated manager and for projects which have no designated manager.
When Limited Access is set for Task Groups
In Items List - Task Groups, Reports Explorer and Quick Assign: The user will only have access to task groups for which he/she is the designated manager and for task groups which have no designated manager.
In the Project Assignments view: The user will be able to view all assignments, assign any employee, team or task to any project, but will only be able to assign task groups (or edit task group properties) for which he/she is the designated manager, and task groups which have no designated manager.
When Limited Access is set for Tasks
In Items List - Tasks, Reports Explorer and Quick Assign: The user will only have access to tasks for which he/she is the designated manager and for tasks which have no designated manager.
In the Project Assignments view: The user will be able to view all assignments, assign any employee, team or task group to any project, but will only be able to assign tasks (or edit task properties) for which he/she is the designated manager, and tasks which have no designated manager.
