Managing access policies

An access policy specifies a resource and the access rights to that resource. You can create different access policies depending on the roles for a resource.

Note: Access policies do not apply to group scorecards, so you will not see the Access Policy tab for group scorecards or objectives and initiatives on group scorecards.

To create an access policy:

Note: Scorecard access policies take priority over objective and initiative access policies. If you revoke a user's access to the scorecard, the user's access to objectives and initiatives is automatically revoked. If you revoke access to an objective with associated initiatives, access is automatically revoked from the associated initiatives.

Select the Access Policy tab.
Click New Access Policy.
Select the access role from the Access list.
Select the starting level from the Start level list. The start level must be above or equal to the End level.
Select the ending level from the End level list. The end level must be below or equal to the Start level.
Click OK to save the access policy, or click Cancel to discard the policy.
Click Done to return to the Scorecard.

To edit an access policy:

Select the Access Policy tab.
In the Access Policy table, click the beside the name of the access policy that you want to edit.
Edit the start level and end level.
Click OK to save the access policy, or click Cancel to discard the changes.
Click Done to return to the Scorecard.

To delete an access policy:

Select the Access Policy tab.
In the Access Policy table, click the beside the name of the access policy that you want to delete.
Click OK to confirm the deletion, or click Cancel to keep the access policy.
Click Done to return to the Scorecard.